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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $114 M.
Top institutional holders include Richard Pzena and Sarah Ketterer.
Institutional sentiment is currently Bullish. This is evidenced by a $18.71 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Jeff Auxier reduced exposure by 0.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Arcos Dorados Holdings Inc. (ARCO)
Major holders include Richard Pzena ($87.08 M), Sarah Ketterer ($15.81 M), Steven Cohen ($7.95 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 14.65 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $18.71 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited ARCO. The total reported sell value was $4.51 M.
Yes, 1 managers opened new positions in ARCO, and 3 increased their existing holdings. The total reported buy value was $23.22 M.