Marathon Partners Equity Management’s Constellation Brands STZ Stock Holding History

Marathon Partners Equity 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
2015 Q3	–	Sell	-29,000	Closed	-$3.37M	–	30
2015 Q2	$3.37M	Hold	29,000	–	–	1.36%	15
2015 Q1	$3.37M	Sell	29,000 -39,000	-57%	-$4.39M	1.38%	14
2014 Q4	$6.68M	Hold	68,000	–	–	2.54%	10
2014 Q3	$5.93M	Hold	68,000	–	–	2.25%	11
2014 Q2	$5.99M	Buy	+68,000	New	+$5.61M	2.4%	10

Other funds holding STZ

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marathon Partners Equity Management's STZ Position: Q3 2015 in Review

Marathon Partners Equity Management sold out of Constellation Brands (STZ) in Q3 2015, closing a stake of 29,000 shares — an estimated $3.37M sold.

Marathon Partners Equity Management first reported a position in STZ in Q2 2014 and held it in 5 quarters. The position peaked at $6.68M in Q4 2014. 609 funds tracked by Wall St. Rank hold STZ as of Q3 2015.

Marathon Partners Equity Management reported no remaining Constellation Brands position as of Q3 2015 after selling out during the quarter.
Marathon Partners Equity Management sold 29,000 Constellation Brands shares in Q3 2015, an estimated $3.37M.
Marathon Partners Equity Management first reported a position in Constellation Brands in Q2 2014 and held it in 5 quarters.
Marathon Partners Equity Management's Constellation Brands position peaked at $6.68M in Q4 2014.
609 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2015.

Based on Marathon Partners Equity Management's 13F filing for Q3 2015, filed 16 Nov 2015.