The Boston Beer Company (SAM) Gained from Improved Industry Data
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter for its “Small-Cap Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 651,984 | $150,217,113 | +49% | 0.07% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 245,249 | $56,505,370 | -10% | 0.03% |
| 3. | Quantinno Capital Hoon Kim | 230,587 | $53,127,245 | +156% | 0.09% |
| 4. | Gotham Asset Management Joel Greenblatt | 170,318 | $39,241,267 | -32% | 0.12% |
| 5. | Southeastern Asset Management Mason Hawkins | 118,401 | $27,279,590 | -20% | 1.34% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $196.38 | 255 | $50,076.90 | 1,094 | 2016-03-03 | Filing | |
| $231.25 | 434 | $100,362.50 | 839 | 2015-08-12 | Filing | |
| $240.00 | 205 | $49,200.00 | 405 | 2014-03-11 | Filing | |
| $57.05 | 61 | $3,480.29 | 708 | 2012-01-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $206.15 | 1,968 | $405,703.20 | 10,877 | 2025-11-04 | Filing | |
| $205.15 | 1,152 | $236,332.80 | 12,845 | 2025-11-04 | Filing | |
| $219.94 | 136 | $29,911.84 | 9,715 | 2025-08-08 | Filing | |
| $219.04 | 464 | $101,634.56 | 9,851 | 2025-08-08 | Filing | |
| $229.23 | 900 | $206,307.00 | 10,905 | 2025-03-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 186 | $32,928 | 0% | |
| 2. | 50 | $8,852 | 0% | |
| 3. | 48 | $8,526 | 0% | |
| 4. | 24 | $4,249 | 0% | |
| 5. | 20 | $3,541 | 0% |