Sector: consumershopping
Conviction from: S&P
Produces and markets beer, wine, and spirits, including the U.S. rights to Mexican beer brands Modelo and Corona plus a portfolio of premium wines.
3 tracked filer(s) hold this · 0 opened, 0 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 62 — mean of 3 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bill Nygren / Oakmark (Harris Associates) | 68 | Holds (flat) | 3,233,267 | $484,989,984 | 0.6% |
| Warren Buffett / Berkshire Hathaway | 62 | Trimmed -95% | 632,890 | $94,933,500 | 0.0% |
| Bridgewater | 55 | Trimmed -15% | 11,523 | $1,728,450 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 2 filer(s).
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| Report | Date | Stance |
|---|
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |