Follow-The-Filings

Security

SAM

Boston Beer Inc. · CL A

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

13 owners 1 new 1 exit max 1.3% (Mason Hawkins - Southeast...)

grid → activity →
owners 13
max % 1.3%
tracked value $501M
qoq N 1 A 5 R 6 E 1

holders

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

manager % port activity shares value history
Mason Hawkins - Southeastern Asset Management INC/TN/ 2026 Q1 1.3% Reduce +0.06 pp 118,401 $27M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.06 pp 170,318 $39M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.02 pp 651,984 $150M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.01 pp 93,779 $22M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 96,615 $22M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 46,607 $11M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 45,645 $11M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 1,039,184 $203M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 53,214 $12M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 16,269 $3M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 1,851 $426 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 1,698 $391 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 105 $24 hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 5,234 $1M hist

13 current · 1 exited last period · options excluded

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.13B $2.14B $2.09B
Gross profit $852.37M $893.73M $952.58M
Gross margin * 40.0% 41.8% 45.6%
Net income $76.25M $59.7M $108.47M
Net margin * 3.6% 2.8% 5.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $503.51M $417.29M $417.58M
Total non-current assets * $926.48M $832.73M $776.02M
Total assets $1.43B $1.25B $1.19B
Total current liabilities $223.29M $231.63M $252.53M
Total non-current liabilities * $128.78M $102.2M $94.78M
Total equity $1.08B $916.19M $846.28M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $265.15M $248.89M $270.16M
Cash from investing -$62.38M -$96.25M -$54.52M
Cash from financing -$84.84M -$239.31M -$204.08M
Net change in cash $117.93M -$86.67M $11.56M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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