TwinBeech Capital’s Boston Beer SAM Stock Holding History

TwinBeech Capital’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
2025 Q3	–	Sell	-9,439	Closed	-$1.8M	–	806
2025 Q2	$1.8M	Buy	+9,439	New	+$2.17M	0.04%	340
2024 Q1	–	Sell	-1,064	Closed	-$368K	–	812
2023 Q4	$368K	Buy	+1,064	New	+$373K	0.01%	567
2023 Q1	–	Sell	-10,734	Closed	-$3.54M	–	857
2022 Q4	$3.54M	Buy	+10,734	New	+$3.89M	0.07%	332
2021 Q3	–	Sell	-1,494	Closed	-$1.52M	–	736
2021 Q2	$1.52M	Buy	+1,494	New	+$1.68M	0.18%	165
2020 Q2	–	Sell	-1,010	Closed	-$371K	–	480
2020 Q1	$371K	Buy	+1,010	New	+$375K	0.15%	198

Other funds holding SAM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TwinBeech Capital's SAM Position: Q3 2025 in Review

TwinBeech Capital sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 9,439 shares — an estimated $1.8M sold.

TwinBeech Capital first reported a position in SAM in Q1 2020 and held it in 5 quarters. The position peaked at $3.54M in Q4 2022. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

TwinBeech Capital reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 9,439 Boston Beer shares in Q3 2025, an estimated $1.8M.
TwinBeech Capital first reported a position in Boston Beer in Q1 2020 and held it in 5 quarters.
TwinBeech Capital's Boston Beer position peaked at $3.54M in Q4 2022.
355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.