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The Davenport Value & Income Fund's investment thesis on Constellation Brands ($STZ) — Q1 2025 | Buyside Digest

$STZNYSEConstellation Brands

BULL

The Davenport Value & Income Fund—STZ

Fund Letter

Q1 2025

Published March 31, 2025

$130.69USD

+2.0% vs last month

$173.86Pitched

-24.8% since pitch

Market Cap$22.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Constellation Brands is a premium beverage manufacturer with strong pricing power and best-in-class historical margins. Although near-term growth...

— George L. Smith III, Michael S. Beall, Adam Bergman

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