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SouthernSun SMID Cap's investment thesis on The Boston Beer Company, Inc. ($SAM) — Q2 2025 | Buyside Digest

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$SAMNYSEThe Boston Beer Company, Inc.

BULL

SouthernSun SMID Cap—SAM

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$164.02USD

-2.8% vs last month

$201.08Pitched

-18.4% since pitch

Market Cap$1.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During 2Q2025, the SouthernSun SMID Cap Composite performed strongly, returning 10.34% net compared to 8.59% for the Russell 2500. Portfolio performance was...

— Michael W. Cook

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What other investors think about $SAM, and what else SouthernSun SMID Cap is buying.

Other pitches on $SAM

Other investors who've written on The Boston Beer Company, Inc.

Longleaf Partners Small-Cap FundBULL

Pitched Jul 1, 2026

The Boston Beer Company ($SAM) is a prominent craft brewer and producer of alcoholic beverages including Samuel Adams, Twisted Tea, and Truly Hard Seltzer. The manager maintains...

View all $SAM pitches →