CONSTELLATION BRANDS INC (STZ) — Hedge Fund Ownership Q4 2025
STZ
- CONSTELLATION BRANDS INC (STZ) is held by 6 of 81 tracked hedge funds, with Hillman Capital Management (2%) and Olstein Capital Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in STZ holdings came from Olstein Capital Management (+26%) and Matrix Asset Advisors (+17%), highlighting conviction.
- The biggest decreases in STZ holdings came from Berkshire Hathaway (-3%) and Hillman Capital Management (-4%), suggesting profit-taking or de-risking.
- 1 hedge fund exited STZ.
- Overall, hedge funds decreased exposure to CONSTELLATION BRANDS INC (STZ) by -3% vs the prior quarter and +131% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Hillman Capital Management Mark Hillman
|
1.56% | 18K | -4.16% | +1317.78% | $2.5M | $137.96 | — |
| 2 |
Olstein Capital Management Robert Olstein
|
1.02% | 36K | +26.32% | — | $5.0M | $137.97 | — |
| 3 |
Berkshire Hathaway
|
0.65% | 13.0M | -2.99% | +131.14% | $1.79B | $137.96 | — |
| 4 |
Matrix Asset Advisors David Katz
|
0.56% | 45K | +16.81% | — | $6.3M | $137.96 | — |
| 5 |
Pzena Investment Management Richard Pzena
|
0.24% | 590K | NEW | — | $81.4M | $137.96 | — |
| 6 |
Longleaf Partners / Southeastern Asset Management
|
0.02% | 4K | — | — | $505,072 | $137.96 | — |
| — |
Maverick Capital Lee Ainslie
|
— | — | EXITED | — | — | — | — |
| 6 | Total | — | 13.7M | -2.93% | +131.41% | $1.89B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.