River Road Asset Management
SAM icon

River Road Asset Management’s Boston Beer SAM Stock Holding History

River Road Asset Management’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
Q3 		$57M Buy
+347,479
New +$61.6M 0.68% 57
2016
Q4 		– Sell
-2,914
Closed -$452K – 155
2016
Q3 		$452K Sell
2,914
-6,733
-70% -$1.17M 0.01% 146
2016
Q2 		$1.65M Buy
+9,647
New +$1.56M 0.04% 137

Other funds holding SAM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

River Road Asset Management's SAM Position: Q3 2026 in Review

River Road Asset Management opened a new position in Boston Beer (SAM) in Q3 2026: 347,479 shares worth $57M. The stake represents 0.68% of the portfolio and ranks #57 among its holdings. This is a return to the name: River Road Asset Management previously reported a position in SAM as recently as Q3 2016.

River Road Asset Management first reported a position in SAM in Q2 2016 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • River Road Asset Management held 347,479 shares of Boston Beer worth $57M as of Q3 2026.
  • Boston Beer was a new River Road Asset Management position in Q3 2026.
  • Boston Beer made up 0.68% of River Road Asset Management's portfolio in Q3 2026, its #57 holding.
  • River Road Asset Management first reported a position in Boston Beer in Q2 2016 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on River Road Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.