Company The Heavitree Brewery PLC London S.E.

HVT

GB0004182506

Restaurants & Bars

Market Closed - London S.E. Other stock markets 11:35:15 2024-04-30 am EDT			5-day change	1st Jan Change
265 ^GBX	0.00%		0.00%	-3.64%

Feb. 19	The Heavitree Brewery PLC Reports Earnings Results for the Full Year Ended October 31, 2023	CI
2023	The Heavitree Brewery PLC Reports Earnings Results for the Half Year Ended April 30, 2023	CI

Business Summary

The Heavitree Brewery PLC is a United Kingdom-based independent, family-owned tenanted and leased pub company. The Company operates through its leased estates segment. Its business is engaged in the running and development of a leased and tenanted estate in the southwest of England. It operates approximately 64 leased and tenanted public houses along with non-core assets and a dormant managed estate. Its geographical segments include the United Kingdom and the United States. It provides facilities, including a beer garden/outside area, children's play area, parking, and accommodation. It owns over 50 pubs concentrated mainly in the Exeter and South Devon area. The Company's pubs include Anchor Inn, The Ashcott, The Atmospheric Railway, The Beach, Bell Inn, Brunswick Arms, Church House Inn, Claycutter's Arms, Court Farm Inn, The Cleave, The Clifton, The Cricket Inn, The Exeter Inn, The Green Dragon, Half Moon Inn, and Court Farm Inn.

Number of employees: 15

Sales per Business

GBP in Million	2022	Weight	2023	Weight	Delta
Beers and Ciders 70.3 %	5	71.2 %	5	70.3 %	-0.29%
Rents from Licensed Properties 28.8 %	2	28.1 %	2	28.8 %	+3.47%
Machine 0.9 %	0	0.8 %	0	0.9 %	+18.18%

Sales per region

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 100.0 %	7	100.0 %	7	100.0 %	+0.91%

Share class

	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	3,242,119	1,718,155 ( 52.99 %)	59,641 ( 1.840 %)	35.00 %
Stock B	1,943,637	100,706 ( 5.181 %)	98,938 ( 5.090 %)
Stock C	11,695	0	0

Shareholders

Name	Equities	%	Valuation
P A Benett 8.507 %	270,740	8.507 %	530 120 p
Thomas Duncan 6.190 %	196,992	6.190 %	385 718 p
Joanne Elizabeth Mary Duncan 5.865 %	186,637	5.865 %	365 443 p
T C Yule 5.600 %	178,205	5.600 %	348 933 p
Robert William Duncan 5.581 %	177,611	5.581 %	347 769 p
D Barry 4.049 %	128,850	4.049 %	252 293 p
S T Tucker 3.425 %	109,000	3.425 %	213 426 p
Ronald Anthony Duncan 3.185 %	101,369	3.185 %	198 485 p
Nicholas Tucker 2.494 %	79,385	2.494 %	155 439 p
Terry Wheatley 2.435 %	77,483	2.435 %	151 715 p

Name	Equities	%	Valuation
Nicholas Tucker 40.24 %	742,215	40.24 %	3 M p
Robert William Duncan 8.220 %	151,643	8.220 %	526 799 p
Thomas Duncan 8.150 %	150,335	8.150 %	522 255 p
P A Benett 7.339 %	135,380	7.339 %	470 302 p
Joanne Elizabeth Mary Duncan 7.239 %	133,545	7.239 %	463 927 p
T D Tucker 6.822 %	125,840	6.822 %	437 161 p
El Oro & Exploration Co. Ltd. (Investment Management) 5.263 %	97,088	5.263 %	337 278 p
T C Yule 4.229 %	78,010	4.229 %	271 002 p
D Barry 3.498 %	64,525	3.498 %	224 156 p
William Parnell Tucker 2.914 %	53,750	2.914 %	186 724 p