Core Insights - Institutional investors are showing renewed interest in Constellation Brands (STZ), reflecting confidence in its premium beverage portfolio and strong cash generation capabilities [1] Institutional Investor Movements - Gotham Asset Management LLC, led by Joel Greenblatt, significantly increased its stake by 56,241 shares, more than doubling its position, indicating strong conviction in STZ's valuation and long-term return potential [2] - Grantham, Mayo, Van Otterloo & Co. LLC, managed by Jeremy Grantham, added 35,085 shares to its substantial holding, aligning with a preference for high-quality consumer franchises [3] - Bridgewater Associates, LP, under Ray Dalio, increased its position by over 130% with an addition of 11,053 shares, reflecting a shift towards defensive consumer exposure amid macro uncertainty [4] - AQR Capital Management LLC, led by Cliff Asness, added 6,172 shares, maintaining exposure to a company with strong brand equity and disciplined capital allocation [5] - Point72 Asset Management, L.P., managed by Steve Cohen, initiated a new position with 218,718 shares, suggesting tactical positioning around improving fundamentals [6] - Olstein Capital Management, L.P., led by Rob Olstein, opened a new position with 28,500 shares, consistent with a strategy of identifying cash-generative businesses [7] - Maverick Capital Ltd, under Lee Ainslie, initiated a starter position with 8,755 shares, indicating early-stage interest in STZ as a long-term consumer compounder [8] - Berkshire Hathaway Inc., led by Warren Buffett, maintained its massive stake of 13,400,000 shares, underscoring long-term confidence in STZ's pricing power and brand strength [9] - GAMCO Investors, Inc. ET AL, managed by Mario Gabelli, held its position steady, keeping STZ on the value-investing watchlist [10] Summary - The collective movements of these institutional investors highlight a blend of long-term conviction and fresh interest in Constellation Brands, reinforcing its status as a high-quality consumer holding with resilient earnings and competitive advantages [10]