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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $108.24 M.
Top institutional holders include Richard Pzena and Renaissance Technologies.
Institutional sentiment is currently Bullish. This is evidenced by a $4.54 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Richard Pzena reduced exposure by 7.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Arcos Dorados Holdings Inc. (ARCO)
Major holders include Richard Pzena ($77.53 M), Renaissance Technologies ($7.71 M), Steven Cohen ($4.32 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 12.7 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.54 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 $6.42 M.
Yes, 1 managers opened new positions in ARCO, and 3 increased their existing holdings. The total reported buy value was $10.96 M.