SAM
Boston Beer Company Inc-a
2 super-investors hold SAM worth a combined $40M. The largest position: Mason Hawkins at 1.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #657 of 724 scored stocks.
Why super-investors own SAM
SAM draws minimal attention from the super-investor cohort tracked here, with just two holders and a combined position value of $40M. Mason Hawkins carries the meaningful conviction, holding a 1.3% portfolio weight worth $27M, though he trimmed the position this quarter — the only activity across the cohort in 2026Q1. Joel Greenblatt holds a negligible rounding-error stake at roughly 0.0% of his portfolio. The owner count has been flat at one or two managers for at least eight consecutive quarters, and Hawkins's trim this period does nothing to suggest broadening interest. This is a thin, stable-to-fading ownership story with no new entrants and no additions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 1.3% | 13q | $27M | 118,401 |
| 2 | Joel Greenblatt | <0.1% | 40q | $12M | 53,214 |
Owners of SAM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | TRIM | 1.3% | -20% | $27M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 100557107. Not investment advice.