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Lakewood Capital Management’s Constellation Brands STZ Stock Holding History

Lakewood Capital Management’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,500
Closed -$3.7M – 67
2025
Q3 		$3.7M Buy
27,500
+13,500
+96% +$2.15M 0.28% 45
2025
Q2 		$2.28M Buy
+14,000
New +$2.51M 0.17% 46

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakewood Capital Management's STZ Position: Q4 2025 in Review

Lakewood Capital Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 27,500 shares — an estimated $3.7M sold.

Lakewood Capital Management first reported a position in STZ in Q2 2025 and held it in 2 quarters. The position peaked at $3.7M in Q3 2025. 1,040 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Lakewood Capital Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Lakewood Capital Management sold 27,500 Constellation Brands shares in Q4 2025, an estimated $3.7M.
  • Lakewood Capital Management first reported a position in Constellation Brands in Q2 2025 and held it in 2 quarters.
  • Lakewood Capital Management's Constellation Brands position peaked at $3.7M in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Lakewood Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.