Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  The Boston Beer Co., Inc. (SAM)
← All SAM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 170,318 0.12 Reduce 31.57% 0.06 $193.61–254.89 · VW $223.57i $39,241,267 SEC
2025   Q4 248,910 0.18 Add 16.71% 0.03 $189.92–243.73 · VW $206.21i $48,569,808 SEC
2025   Q3 213,266 0.20 Add 1752.23% 0.19 $187.00–232.00 · VW $213.93i $45,088,698 SEC
2025   Q2 11,514 0.01 Reduce 57.70% 0.03 $185.34–260.00 · VW $224.13i $2,196,986 SEC
2025   Q1 27,217 0.05 Reduce 38.78% 0.05 $215.10–302.68 · VW $245.45i $6,500,508 SEC
2024   Q4 44,460 0.13 Add 37.87% 0.03 $267.74–329.55 · VW $300.49i $13,337,111 SEC
2024   Q3 32,248 0.10 Add 146.13% 0.06 $262.00–305.02 · VW $280.27i $9,324,187 SEC
2024   Q2 13,102 0.05 Add 10.12% <0.01 $254.40–339.77 · VW $298.11i $3,996,765 SEC
2024   Q1 11,898 0.05 Add 10.67% <0.01 $287.33–371.65 · VW $324.48i $3,621,989 SEC
2023   Q4 10,751 0.07 Add 13.82% <0.01 $313.17–395.52 · VW $347.60i $3,715,438 SEC
2023   Q3 9,446 0.08 Add 20.90% 0.01 $296.27–392.94 · VW $360.33i $3,679,500 SEC
2023   Q2 7,813 0.05 Reduce 7.05% <0.01 $300.68–344.03 · VW $322.28i $2,409,842 SEC
2023   Q1 8,406 0.07 Reduce 42.54% 0.06 $303.18–420.50 · VW $347.77i $2,763,052 SEC
2022   Q4 14,629 0.14 Add 37.98% 0.04 $322.83–422.75 · VW $371.14i $4,820,548 SEC
2022   Q3 10,602 0.10 Add 507.56% 0.09 $299.26–394.34 · VW $347.63i $3,431,000 SEC
2022   Q2 1,745 0.02 Add 42.33% <0.01 $287.00–404.20 · VW $345.33i $529,000 SEC
2022   Q1 1,226 0.01 Buy 0.01 $342.74–535.00 · VW $418.73i $476,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.02 $435.12–556.68 · VW $492.47i SEC
2021   Q3 1,157 0.02 Add 132.33% 0.01 $503.32–1,017.32 · VW $665.31i $590,000 SEC
2021   Q2 498 0.02 Buy 0.02 $963.71–1,349.98 · VW $1,110.10i $508,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.02 $885.35–1,256.04 · VW $1,058.06i SEC
2020   Q4 606 0.02 Reduce 32.14% <0.01 $865.85–1,092.80 · VW $981.80i $603,000 SEC
2020   Q3 893 0.03 Buy 0.03 $534.63–935.52 · VW $800.31i $789,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $336.06–444.65 · VW $392.89i SEC
2019   Q2 917 <0.01 Reduce 69.70% <0.01 $258.34–379.35 · VW $320.27i $346,000 SEC
2019   Q1 3,026 0.01 Buy 0.01 $230.93–320.14 · VW $277.59i $892,000 SEC
2018   Q2 0 0.00 Sell 100.00% <0.01 $185.95–307.00 · VW $247.76i SEC
2018   Q1 3,210 <0.01 Reduce 89.17% 0.07 $160.40–202.35 · VW $181.51i $607,000 SEC
2017   Q4 29,647 0.08 Add 127.79% 0.05 $155.75–197.05 · VW $178.21i $5,666,000 SEC
2017   Q3 13,015 0.03 Add 127.61% 0.02 $128.75–165.80 · VW $151.89i $2,033,000 SEC
2017   Q2 5,718 0.01 Reduce 87.18% 0.07 $128.70–149.70 · VW $140.65i $756,000 SEC
2017   Q1 44,588 0.08 Add 56.06% 0.03 $141.55–175.60 · VW $156.27i $6,450,000 SEC
2016   Q4 28,571 0.06 Add 1594.60% 0.06 $145.30–180.45 · VW $163.61i $4,853,000 SEC
2016   Q3 1,686 <0.01 Buy <0.01 $146.87–195.35 · VW $173.89i $262,000 SEC
2016   Q2 0 0.00 Sell 100.00% 0.22 $145.33–185.27 · VW $161.36i SEC
2016   Q1 102,996 0.22 Reduce 51.10% 0.24 $160.84–202.77 · VW $183.00i $19,061,000 SEC
2015   Q4 210,617 0.47 Add 126.92% 0.26 $198.68–260.51 · VW $217.14i $42,526,000 SEC
2015   Q3 92,816 0.20 Add 5899.74% 0.20 $195.04–238.72 · VW $216.69i $19,548,000 SEC
2015   Q2 1,547 <0.01 Buy <0.01 $231.56–273.71 · VW $250.59i $359,000 SEC
2015   Q1 0 0.00 Sell 100.00% <0.01 $253.01–325.00 · VW $281.50i SEC
2014   Q4 3,549 <0.01 Buy <0.01 $210.03–299.00 · VW $260.84i $1,028,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.17 $97.47–122.31 · VW $108.25i SEC
2012   Q1 16,887 0.17 Add 29.75% 0.04 $94.24–109.79 · VW $101.32i $1,803,000 SEC
2011   Q4 13,015 0.18 Reduce 3.76% <0.01 $71.00–115.49 · VW $94.71i $1,413,000 SEC
2011   Q3 13,523 0.17 Buy 0.17 $72.29–92.69 · VW $81.08i $983,000 SEC
Price snapshot:
Current price$172.39
Avg. buy price$213.44
+/- since buy-19.23%
52-week low$158.68
52-week high$264.46