SEC 13F Intelligence

Sam Advisors, LLC / CB1A

Sam Advisors, LLC’s Constellation Brands Inc Position

Does Sam Advisors, LLC own Constellation Brands Inc (CB1A)? Not currently — the last reported position was 11.8K shares worth $3M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q2 2022
Shares
11.8K
% of Portfolio
+1.38%
Quarters Held
4
position exited

Position History CB1A

Reported value by quarter
Q3 ’21: $2MQ3 ’21Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202211.8K$3M+1.38%
Q1 202212.1K$3M+1.21%
Q4 202111.6K$3M+1.31%
Q3 202111.1K$2M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sam Advisors, LLC’s full portfolio or all institutional holders of CB1A.