LANARK FINANCIAL, INC. SAM — BOSTON BEER CO CL A

Ownership history in LANARK FINANCIAL, INC.  ·  12 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported BOSTON BEER CO CL A (SAM) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows SAM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in BOSTON BEER CO CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SAM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SAM stock page LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held SAM — position size vs. price
% of Fund (quarterly)    SAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,602 +1,832 +237.9% 0.03% $461K 2026-07-21 $170.98
2026 Q1 REDUCED 28.5% -20.8% ✅ 770 -307 -28.5% 0.01% $177K 2026-04-14 $236.38
2025 Q4 REDUCED 37.3% +18.1% ❌ 1,077 -641 -37.3% 0.02% $210K 2026-01-29 $209.74
2025 Q3 ADDED — — — 1,718 +11 +0.6% 0.03% $363K 2025-11-14 (Est.) $198.24
2025 Q2 REDUCED 10.0% +12.9% ❌ 1,707 -189 -10.0% 0.03% $325K 2025-08-14 (Est.) $219.75
2025 Q1 ADDED — — — 1,896 +1,895 +189500.0% 0.04% $452K 2025-04-09 $240.51
2024 Q4 REDUCED 99.9% -20.4% ✅ 1 -1,949 -99.9% 0.05% $584 2025-01-22 $250.19
2024 Q3 REDUCED 10.6% +3.1% ❌ 1,950 -231 -10.6% 0.05% $563K 2024-10-15 $277.24
2024 Q2 REDUCED — — — 2,181 -33 -1.5% 0.06% $665K 2024-07-10 $284.74
2024 Q1 ADDED — — — 2,214 +554 +33.4% 0.06% $673K 2024-04-05 $294.75
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SAM

As of 2026 Q2 — sorted by position size

Oak Thistle LLC 3Y 0.2% 1620 INVESTMENT ADVISORS, INC. 3Y 0.13% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 0.08% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.03% Investors Research Corp 3Y 7Y 0.03% Counterpoint Mutual Funds LLC 3Y 0.03% Sachetta, LLC 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01% Beacon Financial Strategies CORP 0.01%

FAQ About LANARK FINANCIAL, INC. and SAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANARK FINANCIAL, INC. reported owning SAM?

LANARK FINANCIAL, INC. reported SAM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SAM position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for SAM was 0.06% in 2024 Q1.

What is the latest reported SAM position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 2,602 shares, equal to 0.03% of portfolio, with an estimated market value of $461K.

What does the chart on this SAM ownership page compare?

The chart compares LANARK FINANCIAL, INC.'s quarterly SAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LANARK FINANCIAL, INC. time their SAM position?

Based on 13F filing dates vs. subsequent SAM price moves, LANARK FINANCIAL, INC. correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on SAM relative to SPY over the holding period was -37.0%.

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