The Boston Beer Company, Inc. (SAM): A Bull Case Theory
We came across a bullish thesis on The Boston Beer Company, Inc. on DB_Silver_Fox’s Substack. In this article, we will summarize the bulls’ thesis on SAM.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 440,224 | $85,900,909 | -32% | 0.05% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 271,516 | $52,980,917 | +6% | 0.03% |
| 3. | Gotham Asset Management Joel Greenblatt | 248,910 | $48,569,808 | +17% | 0.18% |
| 4. | Southeastern Asset Management Mason Hawkins | 147,997 | $28,878,655 | +36% | 1.29% |
| 5. | Citadel Investment Group Ken Griffin | 132,943 | $25,941,168 | +12097% | 0% |
| 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. | 1,039,184 | $202,775,973 | 0% | |
| 2. | 725,529 | $141,572,507 | 0% | |
| 3. | 360,875 | $70,417,529 | 0% | |
| 4. | 258,001 | $50,343,735 | 0.01% | |
| 5. | 254,297 | $49,620,974 | 0% |