Constellation Brands, Inc. (STZ)

CONSUMER STAPLES: BEVERAGES
SIC: BEVERAGES

207 HIGH POINT DRIVE VICTOR, NY 14564

Constellation Brands is a wine company with a portfolio of consumer-preferred premium wine brands complemented by spirits, imported beer and other beverage alcohol products. As of Feb 28 2010, Co. conducted its operations through three segments: Constellation Wines, Corporate Operations and Other, and Crown Imports. Co.'s Constellation Wines segment sells a number of wine brands across all categories: table wine, sparkling wine and dessert wine. Co.'s Crown Imports segment imports, markets and sells the Modelo Brands, which include Corona Extra, Corona Light, Coronita, Modelo Especial, Pacifico and Negra Modelo, as well as the St. Pauli Girl and Tsingtao brands across 50 U.S. states.

Data as of 2021-03-06 09:44:46 -0500
Market Cap41.806 Billion Shares Outstanding170.029 Million Avg 30-day Volume1.132 Million
P/E Ratio20.76275 Dividend Yield1.03 EPS10.13
Price/Sales4.47 Debt to Equity2.08 EBITDA3.337 Billion
Price to Book Value3.12 Forward PE22.07 Enterprise Value52.413 Billion
Total Cash152.9 Million Current Debt2.041 Billion Gross Profit5.168 Billion
BETA0.99271 52-week High/Low242.62 / 102.58 Next Earnings Date Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from STZ instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 24 19 26.32% 9 (0.54%) 9 (0.56%) 0.0%
Funds Holding: 1066 1021 4.41% 203 (12.24%) 191 (11.89%) 6.28%
13F shares: 136.933 Million 139.254 Million -1.67% 33.103 Million 34.8 Million -4.88%
% Ownership 80.535 82.1529 -1.97% 19.469 20.5302 -5.17%
New Positions: 140 99 41.41% 32 21 52.38%
Increased Positions 378 388 -2.58% 68 67 1.49%
Closed Positions 62 69 -10.14% 20 16 25.0%
Reduced Positions 397 379 4.75% 77 74 4.05%
Total Calls 2.312 Million 2.25 Million 2.76% 1.224 Million 972.802 Thousand 25.77%
Total Puts 2.328 Million 2.995 Million -22.27% 1.118 Million 1.403 Million -20.29%
PUT/CALL Ratio 1.01 1.33 -24.06% 0.91 1.44 -36.81%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding STZ (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding STZ BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

12.2 Thousand total shares from 6 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MONTEIRO MALLIKA EVP, CHIEF GROWTH&STRATEGY OFF

  • Officer
2,689 2021-02-19 3

HETTERICH F PAUL EVP & PRES. BEER

  • Officer
72,031 2021-01-08 4

HANSON ROBERT LEE EVP & PRES. WINE AND SPIRITS

  • Officer
4,078 2021-01-08 3

FINK NICHOLAS I.

  • Director
0 2021-01-06 2

SCHMELING JUDY

  • Director
4,276 2020-11-30 3

SANDS RICHARD VICE CHAIRMAN OF THE BOARD

  • Officer
  • Director
  • 10% Owner
5,649,438 2020-11-10 4

CLARK CHRISTY

  • Director
296 2020-09-24 2

MADERO GARZA JOSE MANUEL

  • Director
296 2020-09-24 2

SANDS ROBERT CHAIRMAN OF THE BOARD

  • Officer
  • Director
  • 10% Owner
6,059,475 2020-07-23 5

LOCKE JAMES A III

  • Director
0 2020-07-21 2

FOWDEN JEREMY S G

  • Director
0 2020-07-21 2

HERNANDEZ ERNESTO M

  • Director
0 2020-07-21 2

MCCARTHY DANIEL J

  • Director
0 2020-07-21 2

JOHNSON SUSAN S

  • Director
0 2020-07-21 2

DANIELS JENNIFER

  • Director
0 2020-07-21 2

KANE THOMAS MICHAEL EVP & CHIEF HR OFFICER

  • Officer
8,840 2020-05-01 3

NEWLANDS WILLIAM A PRESIDENT & CEO

  • Officer
  • Director
18,904 2020-05-01 3

BOURDEAU JAMES O. EVP & GEN. COUNSEL

  • Officer
4,035 2020-05-01 3

SABIA JAMES A. JR. EVP & CHIEF MARKETING OFFICER

  • Officer
47,280 2020-05-01 3

HANKINSON GARTH EVP & CFO

  • Officer
4,811 2020-05-01 3

MCGREW MICHAEL EVP, CHIEF COMM & CSR OFFICER

  • Officer
755 2020-05-01 3

KLEIN DAVID ERIC EXEC VICE PRES. & CFO

  • Officer
45,356 2020-01-09 0

WILDSTAR PARTNERS LLC

RRA&Z HOLDINGS LLC

  • 10% Owner
5,483,842 2019-12-24 0

WANDELL KEITH E

  • Director
3,326 2019-02-28 0

FROMBERG BARRY A

  • Director
18,240 2019-02-15 0

STENZEL CHRISTOPHER EXEC VICE PRESIDENT

  • Officer
36,185 2018-05-01 0

BENNETT ABIGAIL J

  • 10% Owner
1,432,370 2018-04-26 0

STERN ZACHARY M

  • 10% Owner
1,407,755 2018-04-26 0

A&Z 2015 BUSINESS HOLDINGS LP

A&Z 2015 BUSINESS MANAGEMENT LLC

  • 10% Owner
1,190,908 2018-04-26 0

RSS 2015 BUSINESS HOLDINGS LP

RSS 2015 BUSINESS MANAGEMENT LLC

  • 10% Owner
250,000 2018-04-26 0

ASTRA LEGACY LLC

  • 10% Owner
0 2018-01-18 0

MULLIN THOMAS J EXEC. VP & GEN. COUNSEL

  • Officer
54,697 2017-11-08 0

HACKETT WILLIAM F. EXEC VICE PRESIDENT

  • Officer
51,671 2017-08-23 0

RSS BUSINESS MANAGEMENT LLC

  • 10% Owner
0 2016-11-22 0

RES BUSINESS MANAGEMENT LLC

  • 10% Owner
0 2016-11-22 0

RCT 2015 BUSINESS MANAGEMENT LLC

  • 10% Owner
0 2016-11-22 0

A&Z 2015 BUSINESS MANAGEMENT LLC

  • 10% Owner
1,252,052 2016-11-22 0

RSS 2015 BUSINESS MANAGEMENT LLC

  • 10% Owner
0 2016-11-22 0

RHT 2015 BUSINESS MANAGEMENT LLC

  • 10% Owner
0 2016-11-22 0

CUMENAL FREDERIC

  • Director
0 2016-07-20 0

WRIGHT JOHN A EXEC. VICE PRESIDENT

  • Officer
107,280 2016-05-09 0

HAUSWALD JEANANNE K

  • Director
16,808 2015-05-20 0

RYDER ROBERT P EXECUTIVE VP & CFO

  • Officer
89,381 2015-05-01 0

CWC PARTNERSHIP II

  • MEMBER OF 10% OWNER GROUP
No longer subject to file 2015-04-01 0

RHT 2015 BUSINESS HOLDINGS LP

RHT 2015 BUSINESS MANAGEMENT LLC

  • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
0 2015-04-01 0

RCT 2015 BUSINESS HOLDINGS LP

RCT 2015 BUSINESS MANAGEMENT LLC

  • MEMBER OF 10% OWNER GROUPMEMBER OF 10% OWNER GROUP
0 2015-04-01 0

CWC PARTNERSHIP I

  • 10% Owner
No longer subject to file 2015-03-31 0

ZUPAN MARK

  • Director
21,407 2014-07-23 0

SMITH PAUL L

  • Director
22,520 2013-07-24 0

RSS BUSINESS HOLDINGS LP

  • 10% Owner
0 2013-06-26 0

WILSON W KEITH EXECUTIVE VICE PRESIDENT

  • Officer
No longer subject to file 2013-06-14 0

PEREZ PETER M

  • Director
No longer subject to file 2010-01-19 0

SODERBERG PETER H

  • Director
9,670 2009-07-23 0

MORAMARCO JON CEO, CONSTELL. INTERNATIONAL

  • Officer
No longer subject to file 2009-06-30 0

BERK ALEXANDER CEO, CONSTELL. BEERS & SPIRITS

  • Officer
No longer subject to file 2009-05-31 0

FERNANDEZ JOSE F CEO, CONSTELL WINES N. AMER.

  • Officer
62,409 2009-04-06 0

RES BUSINESS HOLDINGS LP

  • 10% Owner
0 2009-02-05 0

MCDERMOTT THOMAS C

  • Director
17,541 2008-07-17 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

MONTEIRO MALLIKA - Officer EVP, CHIEF GROWTH&STRATEGY OFF

2021-02-23 16:23:05 -0500 2021-02-19 A 2,689 a 2,689 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 M 6,101 a 6,101 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 M 1,267 d 0 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 S 2,056 $230.03 d 4,078 direct -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

HETTERICH F PAUL - Officer EVP & PRES. BEER by spouse

2021-01-12 17:28:01 -0500 2021-01-08 S 700 $231.90 d 14,230 indirect -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

HETTERICH F PAUL - Officer EVP & PRES. BEER by spouse

2021-01-12 17:28:01 -0500 2021-01-08 S 2,269 $229.23 d 18,030 indirect -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 M 1,015 d 0 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 M 1,172 d 0 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 S 4,045 $228.15 d 6,134 direct -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

HETTERICH F PAUL - Officer EVP & PRES. BEER by spouse

2021-01-12 17:28:01 -0500 2021-01-08 S 1,500 $231.07 d 14,930 indirect -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 C 6,101 d 0 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 M 1,041 d 0 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 M 1,606 d 0 direct

HANSON ROBERT LEE - Officer EVP & PRES. WINE AND SPIRITS

2021-01-12 17:37:18 -0500 2021-01-08 C 6,101 a 10,179 direct -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

HETTERICH F PAUL - Officer EVP & PRES. BEER by spouse

2021-01-12 17:28:01 -0500 2021-01-08 S 1,600 $230.28 d 16,430 indirect -0.2983 1.8346 -4.3282 7.7927 22 -6.0725 12

FINK NICHOLAS I. - Director

2021-01-08 16:18:09 -0500 2021-01-06 A 267 a 267 direct

FINK NICHOLAS I. - Director

2021-01-08 16:18:09 -0500 2021-01-06 A 597 a 597 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
CONSTELLATION BRANDS INC-A STZ 2021-03-05 22:15:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 21:45:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 21:15:02 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 20:45:02 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 20:15:05 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 19:45:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 19:15:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 18:45:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 18:15:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 17:45:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 17:15:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 16:45:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 16:15:02 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 15:45:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 15:15:03 UTC -0.18 0.25 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 14:45:03 UTC -0.2372 0.3072 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 14:15:03 UTC -0.2372 0.3072 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 13:45:03 UTC -0.2372 0.3072 5600000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 13:15:03 UTC -0.2372 0.3072 5500000
CONSTELLATION BRANDS INC-A STZ 2021-03-05 12:45:03 UTC -0.2372 0.3072 2800000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Valued Advisers Trust- LS OPPORTUNITY FUND STZ -1590.0 shares, $-327285.6 2020-11-30 N-PORT
AGF Investments Trust- AGFIQ U.S. Market Neutral Anti-Beta Fund STZ -2898.0 shares, $-634806.9 2020-12-31 N-PORT

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