Guru Ownership Trend
Guru Analysis for Arcos Dorados Holdings Inc. (ARCO)
Arcos Dorados Holdings Inc. (ARCO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $92.34 M.
Top institutional holders include Richard Pzena and Jeff Auxier.
Institutional sentiment is currently Bullish. This is evidenced by a $32.63 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies reduced exposure by 31.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.25% | Add 74.9% | 11,427,294 | $77.13 M | Q3 2025 | |
| 0.35% | Add 12.0% | 369,921 | $2.5 M | Q3 2025 | |
| 0.00% | Reduce -31.0% | 254,334 | $1.72 M | Q3 2025 | |
| 0.00% | Add 21.7% | 24,028 | $162,186 | Q3 2025 | |
| 0.00% | New Buy | 10,768 | $72,684 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Arcos Dorados Holdings Inc. (ARCO)
Major holders include Richard Pzena ($77.13 M), Jeff Auxier ($2.5 M), Renaissance Technologies ($1.72 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 12.09 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $32.63 M, with 4 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ARCO. The total reported sell value was $770,175.22.
Yes, 1 managers opened new positions in ARCO, and 3 increased their existing holdings. The total reported buy value was $33.4 M.