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Applied Finance Capital Management, LLC: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on STZ, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 83,537 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,537 shares
    Change vs previous 13F -15,423 shares

    0.87% of the 13F portfolio, value $11,619,250.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 98,960 shares
    Change vs previous 13F +2,488 shares

    1.11% of the 13F portfolio, value $14,844,035.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,472 shares
    Change vs previous 13F +6,050 shares

    0.95% of the 13F portfolio, value $13,309,272.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,422 shares
    Change vs previous 13F -2,937 shares

    0.87% of the 13F portfolio, value $12,177,866.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 93,359 shares
    Change vs previous 13F +12,686 shares

    1.04% of the 13F portfolio, value $15,187,061.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,673 shares
    Change vs previous 13F -43,130 shares

    1.09% of the 13F portfolio, value $14,805,176.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 123,803 shares
    Change vs previous 13F +2,020 shares

    1.19% of the 13F portfolio, value $27,360,391.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 121,783 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $31,382,382.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).