Richard Pzena's ARCO Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 10.56 M shares of Arcos Dorados Holdings Inc. (ARCO) worth $77.53 M, representing 0.23% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Richard Pzena has maintained this position in ARCO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 4.89 M shares. Largest reduction occurred in Q4 2025, reducing 864,730 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Arcos Dorados Holdings (ARCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arcos Dorados Holdings (ARCO) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -864,730 | Reduce 7.57% | 10.56 M | $7.34 |
| Q3 2025 | +4.89 M | Add 74.90% | 11.43 M | $6.75 |
| Q2 2025 | +6.53 M | New Buy | 6.53 M | $7.89 |
Richard Pzena's Arcos Dorados Holdings Investment FAQs
Richard Pzena first purchased Arcos Dorados Holdings Inc. (ARCO) in Q2 2025, acquiring 6,533,482 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Arcos Dorados Holdings Inc. (ARCO) for 3 quarters since Q2 2025.
Richard Pzena's largest addition to Arcos Dorados Holdings Inc. (ARCO) was in Q2 2025, adding 6,533,482 shares worth $51.55 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 10,562,564 shares of Arcos Dorados Holdings Inc. (ARCO), valued at approximately $77.53 M.
As of the Q4 2025 filing, Arcos Dorados Holdings Inc. (ARCO) represents approximately 0.23% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Arcos Dorados Holdings Inc. (ARCO) was 11,427,294 shares, as reported at the end of Q3 2025.