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Restaurant Brands International Inc.

QSR Consumer Discretionary
$76.96 +$0.47 (0.61%)
Market Cap: $34.98 B
Gurus Holding
8
Popularity Rank
#774
% of Shares Held
7.20%
Net Activity (Q2 2026)
-$191.87 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 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.52 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 $191.87 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 106.7%. Conversely, John Hussman reduced exposure by 25.0%.

Key Holders

Top 5 by Value

$1.67 B
$489.61 M
$203.05 M
$18.89 M
$6.78 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$15.62 M
Total Buy Value
New Buys 1
Additions 2
-$207.49 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Restaurant Brands International Inc. (QSR)

Major holders include Bill Ackman ($1.67 B), Seth Klarman ($489.61 M), Chris Davis ($203.05 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 32.71 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $191.87 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited QSR. The total reported sell value was $207.49 M.

Yes, 1 managers opened new positions in QSR, and 2 increased their existing holdings. The total reported buy value was $15.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
12.20% Reduce -1.0% 22,645,483 $1.67 B Q1 2026
9.04% Reduce -16.4% 6,753,112 $489.61 M Q2 2026
0.87% Reduce -22.2% 2,800,345 $203.05 M Q2 2026
0.04% Add 106.7% 260,451 $18.89 M Q2 2026
0.03% Reduce -11.0% 93,449 $6.78 M Q2 2026
0.08% New Buy 78,801 $5.71 M Q2 2026
0.00% Add 5.6% 42,300 $3.07 M Q2 2026
0.53% Reduce -25.0% 31,500 $2.28 M Q2 2026
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