STZ

Constellation Brands Inc-a

6 super-investor ownerscombined $923Mlargest position 1.6%

1 EXIT

6 of the 83 super-investors we track hold STZ, worth a combined $923M per their latest 13F filings. The largest position: Hillman Capital Management at 1.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 26 of 100 (how strongly the cohort backs it) — ranked #502 of 742 stocks. Conviction easing: 4 fewer super-investors hold it than in 2026Q1.

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Why super-investors own STZ

STZ is held by 6 super-investors in our cohort, with a combined position value of $923M. The highest-conviction owner is Hillman Capital Management at 1.6% of their portfolio. Cohort ownership has shrunk from 8 to 5 over the last four quarters — net interest is fading. This quarter the cohort registered 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 9

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Bill Nygren	0.6%	24q	$431M	3,097,056
2	Joel Greenblatt	0.2%	39q	$392M	2,816,205
3	Richard Pzena	0.2%	3q	$83M	599,314
4	David Katz	0.8%	4q	$10M	74,277
5	Robert Olstein	1.0%	3q	$5M	30,500
6	Hillman Capital Management	1.6%	23q	$2M	15,651