Security key
138035704
Security key
138035704
Report period
Q1 2025
Institutions
184
Top holders
10
Broader feeds
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CONSTELLATION BRANDS, INC. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$169,911,737
26,261,474 shares
|
— | 18 Apr 2024 |
| Tidal Investments LLC |
13F
Company
|
—
class O/S missing
|
$6,203,012
2,263,873 shares
|
— | 31 Dec 2024 |
| David Eric Klein |
3/4/5
Chief Executive Officer, Director
|
—
mixed-class rows
|
$3,012,922
400,900 shares
mixed-class rows
|
— | 22 Aug 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,609,564
952,396 shares
|
— | 31 Dec 2024 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$1,468,643
536,009 shares
|
— | 31 Dec 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$1,406,998
513,503 shares
|
— | 31 Dec 2024 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q1 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|