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Restaurant Brands International Inc.

QSR Consumer Discretionary
$74.85 +$0.95 (1.29%)
Market Cap: $34.16 B
Gurus Holding
9
Popularity Rank
#629
% of Shares Held
7.74%
Net Activity (Q1 2026)
-$78.29 M

Guru Ownership Trend

Guru Analysis for Restaurant Brands International Inc. (QSR)

Restaurant Brands International Inc. (QSR), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.65 B.

Top institutional holders include Bill Ackman and Seth Klarman.

Notably, Bill Ackman has expressed high conviction in this stock, allocating 12.20% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $78.29 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Stanley Druckenmiller reduced exposure by 62.4%.

Key Holders

Top 5 by Value

$1.67 B
$597.21 M
$265.98 M
$18.19 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$26.64 M
Total Buy Value
New Buys 2
Additions 2
-$104.93 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Restaurant Brands International Inc. (QSR)

Major holders include Bill Ackman ($1.67 B), Seth Klarman ($597.21 M), Chris Davis ($265.98 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 35.34 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $78.29 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited QSR. The total reported sell value was $104.93 M.

Yes, 2 managers opened new positions in QSR, and 2 increased their existing holdings. The total reported buy value was $26.64 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
12.20% Reduce -1.0% 22,645,483 $1.67 B Q1 2026
11.67% 8,080,112 $597.21 M Q1 2026
1.22% Reduce -10.5% 3,599,127 $265.98 M Q1 2026
0.99% Reduce -62.4% 454,435 $33.58 M Q1 2026
0.02% New Buy 246,090 $18.19 M Q1 2026
0.03% Add 60.6% 126,018 $9.31 M Q1 2026
0.03% Add 30.9% 104,956 $7.76 M Q1 2026
0.67% New Buy 42,000 $3.1 M Q1 2026
0.00% Reduce -35.8% 40,052 $2.96 M Q1 2026
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