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Restaurant Brands International Inc.

QSR Consumer Discretionary
$72.65 +$0.56 (0.78%)
Market Cap: $33.12 B
Gurus Holding
7
Popularity Rank
#992
% of Shares Held
7.98%
Net Activity (Q4 2025)
-$29.43 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.64 B.

Top institutional holders include Bill Ackman and Seth Klarman.

Notably, Seth Klarman has expressed high conviction in this stock, allocating 10.44% of their equity portfolio to it.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $29.43 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 187.2%. Conversely, Ray Dalio reduced exposure by 29.6%.

Key Holders

Top 5 by Value

$1.56 B
$551.32 M
$274.34 M
$5.47 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$43.78 M
Total Buy Value
New Buys 0
Additions 4
-$73.22 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Restaurant Brands International Inc. (QSR)

Major holders include Bill Ackman ($1.56 B), Seth Klarman ($551.32 M), Chris Davis ($274.34 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 36.4 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $29.43 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited QSR. The total reported sell value was $73.22 M.

Yes, 0 managers opened new positions in QSR, and 4 increased their existing holdings. The total reported buy value was $43.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
10.05% Reduce -0.2% 22,866,773 $1.56 B Q4 2025
10.44% Reduce -2.1% 8,080,112 $551.32 M Q4 2025
1.23% Add 13.5% 4,020,791 $274.34 M Q4 2025
1.84% Add 6.9% 1,209,000 $82.49 M Q4 2025
0.02% Reduce -29.6% 80,173 $5.47 M Q4 2025
0.02% Add 134.5% 78,474 $5.35 M Q4 2025
0.00% Add 187.2% 62,394 $4.26 M Q4 2025
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