Darsana Capital Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,250,000
| Closed | -$276M | – | 16 |
|
|
2024
Q4 | $276M | Sell |
1,250,000
-20,800
| -2% | -$4.6M | 8.41% | 6 |
|
|
2024
Q3 | $327M | Sell |
1,270,800
-29,200
| -2% | -$7.52M | 8.06% | 8 |
|
|
2024
Q2 | $334M | Hold |
1,300,000
| – | – | 9.14% | 5 |
|
|
2024
Q1 | $353M | Hold |
1,300,000
| – | – | 11.35% | 2 |
|
|
2023
Q4 | $314M | Buy |
1,300,000
+425,000
| +49% | +$103M | 11.21% | 5 |
|
|
2023
Q3 | $220M | Buy |
875,000
+650,000
| +289% | +$163M | 10.78% | 6 |
|
|
2023
Q2 | $55.4M | Buy |
+225,000
| New | +$55.4M | 3.57% | 7 |
|