The Boston Beer Company (SAM) Gained from Improved Industry Data
Key takeaways
- The Fund returned -2.72% in the quarter, outperforming the Russell 3000's -3.96% return and lagging the Russell 2000 Index's 0.89% and the Russell 2000 Value Index's 4.96% gains.
- In its first-quarter 2026 investor letter, Longleaf Partners Small-Cap Fund highlighted The Boston Beer Company, Inc.
- Longleaf Partners Small-Cap Fund stated the following regarding The Boston Beer Company, Inc.
The Boston Beer Company (SAM) Gained from Improved Industry Data Soumya Eswaran Mon, June 29, 2026 at 11:17 PM GMT+7 3 min read SAM ^RUT Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter for its "Small-Cap Fund". A copy of the letter can be downloaded here. The Fund returned -2.72% in the quarter, outperforming the Russell 3000's -3.96% return and lagging the Russell 2000 Index's 0.89% and the Russell 2000 Value Index's 4.96% gains. The market experienced significant sector-wide movements in the quarter driven by perceptions surrounding AI outcomes, alongside complications from the conflict in Iran and escalating private credit risks. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Longleaf Partners Small-Cap Fund highlighted The Boston Beer Company, Inc. (NYSE:SAM). The Boston Beer Company, Inc. (NYSE:SAM) is an alcoholic beverage company known for its Samuel Adams Boston Lager. On June 26, 2026, The Boston Beer Company, Inc. (NYSE:SAM) closed at $191.87 per share, reflecting a market capitalization of $1.99 billion. The Boston Beer Company, Inc. (NYSE:SAM) posted a one-month return of 9.37%, while its shares lost 4.07% over the past 52 weeks.
Longleaf Partners Small-Cap Fund stated the following regarding The Boston Beer Company, Inc. (NYSE:SAM) in its Q1 2026 investor letter: