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Constellation Brands

STZ

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  • M
    Michael Burry TrackerAug 14 at 08:26 PM

    Breaking: Berkshire Hathaway just filed its Q2 2026 13F

    Here's everything you need to know about the recent 13F

    Top 10 positions:

    • Apple $Apple(AAPL.US) (22.0%)

    • American Express $American Express(AXP.US) (17.1%)

    • Coca-Cola $Coca Cola(KO.US) (10.9%)

    • Alphabet Class A $Alphabet(GOOGL.US) (9.4%)

    • Bank of America $Bank of America(BAC.US) (9.2%)

    • Chevron $Chevron(CVX.US) (4.7%)

    • Occidental Petroleum $Occidental Petroleum(OXY.US) (4.3%)

    • Chubb $Chubb(CB.US) (3.9%)

    • Moody's $Moodys(MCO.US) (3.7%)

    • Alphabet Class C $Alphabet - C(GOOG.US) (3.2%)

    New positions:

    • $D.R. Horton(DHI.US) (toehold, $580K)

    Full exits:

    • $Constellation Brands(STZ.US) (Constellation Brands)

    Summary: Berkshire's book grew 13.7% to $299.25B this quarter on price appreciation, not rotation. Abel kept every top 10 name untouched, only move was a token toehold in D.R. Horton and closing out the small Constellation Brands stake entirely

  • H
    Hardik ShahJun 30 at 08:16 PM

    $Constellation Brands(STZ.US) | Constellation Brands, Inc., Q1-2027 Earning Report

    图片 1,共 1 张
  • W
    What TrendSpider SayJun 30 at 07:45 PM

    NKE Earnings LIVE + STZ Results: Nike Q4 2026 Results & Reaction | With Rock Regan