CONSTELLATION BRANDS INC (STZ) — Hedge Fund Ownership Q1 2026
STZ
- CONSTELLATION BRANDS INC (STZ) is held by 7 of 82 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 Pzena Investment Management (+1%) and Matrix Asset Advisors (+2%), highlighting conviction.
- The biggest decreases in STZ holdings came from Berkshire Hathaway (-95%) and Olstein Capital Management (-15%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to CONSTELLATION BRANDS INC (STZ) by -90% vs the prior quarter and -95% 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
|
1.96% | 19K | +4.30% | -14.44% | $2.8M | $150.00 | — |
| 2 |
Olstein Capital Management Robert Olstein
|
1.00% | 30K | -15.28% | — | $4.6M | $150.00 | — |
| 3 |
Matrix Asset Advisors David Katz
|
0.64% | 46K | +1.91% | — | $6.9M | $150.00 | — |
| 4 |
Pzena Investment Management Richard Pzena
|
0.29% | 596K | +1.00% | — | $89.4M | $150.00 | — |
| 5 |
Berkshire Hathaway
|
0.04% | 633K | -95.13% | -94.73% | $94.9M | $150.00 | — |
| 6 |
Longleaf Partners / Southeastern Asset Management
|
0.03% | 4K | — | — | $549,150 | $150.00 | — |
| 7 |
Maverick Capital Lee Ainslie
|
0.00% | 2K | NEW | — | $355,950 | $150.00 | — |
| 7 | Total | — | 1.3M | -90.30% | -94.58% | $199.5M | — | — |
* 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.