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Bayforest Capital’s Boston Beer SAM Stock Holding History

Bayforest Capital’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
+1,505
New +$305K 0.25% 95
2026
Q1 		– Sell
-1,172
Closed -$229K – 1060
2025
Q4 		$229K Sell
1,172
-2,405
-67% -$496K 0.17% 244
2025
Q3 		$756K Buy
3,577
+1,479
+70% +$315K 0.36% 46
2025
Q2 		$400K Buy
2,098
+272
+15% +$62.6K 0.17% 241
2025
Q1 		$436K Buy
1,826
+1,556
+576% +$379K 0.19% 187
2024
Q4 		$81K Buy
+270
New +$81.5K 0.1% 360

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bayforest Capital's SAM Position: Q2 2026 in Review

Bayforest Capital opened a new position in Boston Beer (SAM) in Q2 2026: 1,505 shares worth $266K. The stake represents 0.25% of the portfolio and ranks #95 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in SAM as recently as Q4 2025.

Bayforest Capital first reported a position in SAM in Q4 2024 and has held it in 6 quarters since. The position peaked at $756K in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Bayforest Capital held 1,505 shares of Boston Beer worth $266K as of Q2 2026.
  • Boston Beer was a new Bayforest Capital position in Q2 2026.
  • Boston Beer made up 0.25% of Bayforest Capital's portfolio in Q2 2026, its #95 holding.
  • Bayforest Capital first reported a position in Boston Beer in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Boston Beer position peaked at $756K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.