Follow-The-Filings

Security

Brown Forman Corp. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

7 owners 3 exits max 2.2% (Lindsell Train - Lindsell...)

owners 7
max % 2.2%
tracked value $201M
qoq A 1 R 5 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lindsell Train - Lindsell Train Ltd 2026 Q2 stale 2.2% Reduce +0.01 pp 2,134,789 $58M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.5% Reduce +0.05 pp 1,647,878 $44M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 3,311,911 $87M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 288,879 $8M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add 0.00 pp 62,876 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 58,241 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 29,224 $783 hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 102,990 $3M hist
Ken Griffin - Citadel Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 68,314 $2M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,659 $70 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $4.23B $4.18B $3.98B $3.93B
Gross profit $2.49B $2.53B $2.34B $2.38B
Gross margin * 59.0% 60.5% 58.9% 60.5%
Net income $783M $1.02B $869M $715M
Net margin * 18.5% 24.5% 21.9% 18.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.8B $4.04B $4.2B $3.99B
Total non-current assets * $3.98B $4.13B $3.89B $3.9B
Total assets $7.78B $8.17B $8.09B $7.89B
Total current liabilities $1.08B $1.56B $1.08B $1.23B
Total non-current liabilities * $3.42B $3.09B $3.01B $2.64B
Total equity $3.27B $3.52B $3.99B $4.02B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $640M $647M $598M $1B
Cash from investing -$1.36B $49M $249M -$71M
Cash from financing $239M -$618M -$843M -$1.07B
Net change in cash -$490M $72M $7M -$136M

ownership over time

filing count by report period · click a bar for that quarter’s holders