Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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 118,401 1.34 Reduce 20.00% 0.26 $193.61–254.89 · VW $223.57i $27,279,590 SEC
2025   Q4 147,997 1.29 Add 35.48% 0.34 $189.92–243.73 · VW $206.21i $28,878,655 SEC
2025   Q3 109,238 1.18 Add 2.75% 0.03 $187.00–232.00 · VW $213.93i $23,095,098 SEC
2025   Q2 106,317 1.02 $190.81 $20,286,347 SEC
2025   Q1 106,317 1.35 $238.84 $25,392,752 SEC
2024   Q4 106,317 1.51 $299.98 $31,892,974 SEC
2024   Q3 106,317 1.45 $289.14 $30,740,498 SEC
2024   Q2 106,317 1.41 $305.05 $32,432,001 SEC
2024   Q1 106,317 1.24 $304.42 $32,365,021 SEC
2023   Q4 106,317 1.41 $345.59 $36,742,092 SEC
2023   Q3 106,317 1.53 Reduce 16.47% 0.23 $296.27–392.94 · VW $360.33i $41,413,661 SEC
2023   Q2 127,274 1.38 Add 17.25% 0.20 $300.68–344.03 · VW $322.28i $39,256,392 SEC
2023   Q1 108,550 1.21 Buy 1.21 $303.18–420.50 · VW $347.77i $35,680,385 SEC
Price snapshot:
Current price$172.39
Avg. buy price$289.26
+/- since buy-40.40%
52-week low$158.68
52-week high$264.46