Sector: consumershopping
Conviction from: S&P
52-week range: 116.93168.60
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.
5 tracked filer(s) hold this · 0 opened, 2 added, 3 trimmed in 30-JUN-2026
Aggregate 13FScore 61 — mean of 5 scored holder(s) · buyers (new/add) avg 66. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Steve Cohen / Point72 | 76 | Added +28% | 2,838,767 | $394,844,102 | 0.4% |
| Bridgewater | 56 | Added +81% | 20,906 | $2,907,816 | 0.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -4% | 3,097,056 | $430,769,525 | 0.6% |
| Ancora | 40 | Trimmed -11% | 1,780 | $247,566 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -25% | 112,103 | $15,592,406 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
5 disclosed trade(s) by 3 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-17 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-04-15 | Thomas H Tuberville senate | SELL | $15,001 - $50,000 | PTR |
11 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-09-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 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 |