Lighthouse Investment Partners’s Constellation Brands STZ Stock Holding History

Lighthouse Investment Partners’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
2026 Q1	$18.9M	Buy	126,163 +20,240	+19%	+$3.13M	0.66%	21
2025 Q4	$14.6M	Buy	+105,923	New	+$14.5M	0.44%	50
2025 Q3	–	Sell	-9,267	Closed	-$1.51M	–	768
2025 Q2	$1.51M	Buy	+9,267	New	+$1.66M	0.06%	343
2024 Q3	–	Sell	-20,000	Closed	-$5.15M	–	553
2024 Q2	$5.15M	Sell	20,000 -9,440	-32%	-$2.43M	0.21%	129
2024 Q1	$8M	Sell	29,440 -47,065	-62%	-$11.9M	0.37%	74
2023 Q4	$18.5M	Buy	76,505 +26,505	+53%	+$6.3M	0.84%	15
2023 Q3	$12.6M	Buy	50,000 +11,900	+31%	+$3.11M	0.51%	39
2023 Q2	$9.38M	Buy	+38,100	New	+$8.92M	0.5%	47

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lighthouse Investment Partners's STZ Position: Q1 2026 in Review

Lighthouse Investment Partners increased its Constellation Brands (STZ) stake by 19% in Q1 2026, buying an estimated $3.13M and bringing the position to 126,163 shares worth $18.9M. The position accounts for 0.66% of the portfolio, ranked #21.

Lighthouse Investment Partners first reported a position in STZ in Q2 2023 and has held it in 8 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Lighthouse Investment Partners held 126,163 shares of Constellation Brands worth $18.9M as of Q1 2026.
Lighthouse Investment Partners bought 20,240 Constellation Brands shares in Q1 2026, an estimated $3.13M.
Constellation Brands made up 0.66% of Lighthouse Investment Partners's portfolio in Q1 2026, its #21 holding.
Lighthouse Investment Partners first reported a position in Constellation Brands in Q2 2023 and has held it in 8 quarters since.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.