Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Constellation Brands, Inc. (STZ)
← All STZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,373 <0.01 Buy <0.01 $136.91–167.63 · VW $153.99i $355,950 SEC
2025   Q4 0 0.00 Sell 100.00% 0.02 $126.45–151.51 · VW $136.77i SEC
2025   Q3 8,755 0.02 Buy 0.02 $131.20–178.14 · VW $155.19i $1,179,036 SEC
2024   Q2 0 0.00 Sell 100.00% <0.01 $243.04–274.87 · VW $256.90i SEC
2024   Q1 1,292 <0.01 Reduce 99.62% 1.64 $240.49–273.00 · VW $253.25i $351,114 SEC
2023   Q4 341,492 1.65 Reduce 3.20% 0.06 $227.50–251.26 · VW $238.79i $82,555,691 SEC
2023   Q3 352,792 1.99 Reduce 40.42% 1.26 $245.66–273.65 · VW $261.32i $88,667,213 SEC
2023   Q2 592,121 3.12 Buy 3.12 $217.05–250.14 · VW $235.74i $145,738,742 SEC
2023   Q1 0 0.00 Sell 100.00% 0.03 $208.12–234.50 · VW $224.08i SEC
2022   Q4 4,987 0.03 Reduce 44.88% 0.02 $218.10–261.32 · VW $242.62i $1,155,737 SEC
2022   Q3 9,048 0.05 Reduce 0.56% <0.01 $228.63–258.92 · VW $241.47i $2,078,000 SEC
2022   Q2 9,099 0.05 Add 17.79% <0.01 $223.86–261.52 · VW $241.76i $2,121,000 SEC
2022   Q1 7,725 0.03 Buy 0.03 $207.59–258.00 · VW $230.33i $1,779,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.09 $210.25–251.70 · VW $228.11i SEC
2021   Q3 41,472 0.09 Buy 0.09 $207.35–236.83 · VW $217.45i $8,738,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.03 $218.62–244.75 · VW $234.80i SEC
2021   Q1 13,355 0.03 Add 228.46% 0.02 $208.59–242.62 · VW $222.53i $3,045,000 SEC
2020   Q4 4,066 0.01 Add 62.19% <0.01 $160.63–220.00 · VW $192.95i $891,000 SEC
2020   Q3 2,507 0.01 Reduce 91.19% 0.09 $170.05–197.97 · VW $183.76i $475,000 SEC
2020   Q2 28,459 0.10 Reduce 12.34% 0.01 $117.72–189.37 · VW $163.24i $4,979,000 SEC
2020   Q1 32,467 0.10 Add 34.32% 0.03 $104.28–208.55 · VW $164.32i $4,654,000 SEC
2019   Q4 24,172 0.07 Reduce 43.09% 0.06 $174.13–210.65 · VW $189.50i $4,587,000 SEC
2019   Q3 42,476 0.13 Add 73.94% 0.06 $184.30–212.00 · VW $200.95i $8,804,000 SEC
2019   Q2 24,420 0.07 Add 22.04% 0.01 $171.27–214.48 · VW $193.63i $4,809,000 SEC
2019   Q1 20,010 0.05 Reduce 95.70% 1.07 $150.37–176.78 · VW $168.44i $3,508,000 SEC
2018   Q4 465,246 1.12 Reduce 24.53% 0.42 $156.25–228.91 · VW $194.31i $74,821,000 SEC
2018   Q3 616,427 1.72 Buy 1.72 $198.85–222.22 · VW $211.64i $132,914,000 SEC
2018   Q1 0 0.00 Sell 100.00% 2.02 $204.60–231.83 · VW $219.85i SEC
2017   Q4 659,110 2.02 Reduce 55.39% 2.17 $198.44–229.42 · VW $217.98i $150,653,000 SEC
2017   Q3 1,477,586 3.92 Add 111.59% 2.07 $191.06–205.12 · VW $197.53i $294,705,000 SEC
2017   Q2 698,310 1.70 Reduce 9.28% 0.15 $160.53–197.41 · VW $179.88i $135,284,000 SEC
2017   Q1 769,703 1.59 Buy 1.59 $144.00–165.88 · VW $154.99i $124,746,000 SEC
Price snapshot:
Current price$134.51
Avg. buy price$150.00
+/- since buy-10.33%
52-week low$124.80
52-week high$173.43