Boston Beer Co (SAM)Bridgewater Associates opened a new position $2.29M

11K

Shares reported

0.01%

Disclosed portfolio weight

$2.29M

Reported value

Holdings as of

Sep 30, 2025

Filed

Nov 13, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 16, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 20, 2025, the Company announced leadership changes effective immediately. Philip A. Hodges, age 58, has been named Chief Operating Officer.”
2. Oct 17, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 20, 2025, the Company announced leadership changes effective immediately. Philip A. Hodges, age 58, has been named Chief Operating Officer.”
3. Oct 23, 2025Company filing · Form 8-K · ResultsReported its results
4. Oct 23, 2025Company filing · Form 8-K · Executive changeChanged a top executive or board member“On October 23, 2025, Carolyn L. O’Boyle informed the Company that she will be stepping down after more than five years as the Company’s Chief People Officer. Her departure is not related to any disagreement with the Company on any matter relating to its operations, policies, or practices.”

What came next

1. Feb 4, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On February 4, 2026, the Company and Lesya Lysyj agreed that she would step down from her position as Chief Marketing Officer effective March 6, 2026, remaining with the company in an advisory capacity through September 30, 2026.”
2. Feb 12, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“The Company’s “Named Executive Officers” or “NEOs” for its fiscal year ended December 27, 2025 (“Fiscal Year 2025”) were Chairman, President, and Chief Executive Officer C. James Koch, Treasurer and Chief Financial Officer Diego Reynoso, and our next three most-highly compensated Executive Officers, namely Chief Operating Officer Philip A. Hodges, Chief Sales Officer Michael R. Crowley, and Chief Legal Officer and…”
3. Feb 24, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Boston Beer Co

For Boston Beer Co, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SAM page.

How this filing works

• SEC Form 13F

Other disclosures at Boston Beer Co

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRFeb 13, 2026
• SEC Form 4Aug 11, 2025
• SEC Form 4Aug 11, 2025
• SEC Form 13F-HRMay 15, 2025

Everything OQRO holds on this company is on its SAM page.