Sector: consumershopping
Conviction from: Citrini
52-week range: 64.1081.96
Restaurant Brands International is a global quick-service restaurant franchisor whose brands include Burger King, Tim Hortons, Popeyes, and Firehouse Subs.
7 tracked filer(s) hold this · 2 opened, 1 added, 4 trimmed in 30-JUN-2026
Aggregate 13FScore 55 — mean of 7 scored holder(s) · buyers (new/add) avg 39. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bill Ackman / Pershing Square | 2 | New buy | 25,821,284 | $1,872,301,303 | 9.6% |
| Louis Bacon / Moore | 53 | New buy | 78,801 | $5,713,861 | 0.1% |
| Paul Tudor Jones / Tudor | 63 | Added +316% | 13,300 | $964,383 | 0.0% |
| Seth Klarman / Baupost | 62 | Trimmed -16% | 6,753,112 | $489,612 | 9.0% |
| Keith Meister / Corvex | 72 | Trimmed -20% | 1,265,178 | $91,738,057 | 2.8% |
| Steve Cohen / Point72 | 76 | Trimmed -94% | 14,600 | $1,058,646 | 0.0% |
| Bridgewater | 56 | Trimmed -11% | 93,449 | $6,775,956 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-05-08 | SCHEDULE 13D/A | Bill Ackman / Pershing Square | 7.8% | High | filing |
| 2026-04-29 | SCHEDULE 13D/A | Bill Ackman / Pershing Square | 6.5% | High | filing |
1 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #102 — GLP-1s: The Second Serving - Revisiting our GLP-1 Basket | 2025-07-24 | SHORT |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |