Sector: consumershopping
Conviction from: Citrini
Restaurant Brands International is a global quick-service restaurant franchisor whose brands include Burger King, Tim Hortons, Popeyes, and Firehouse Subs.
6 tracked filer(s) hold this · 0 opened, 1 added, 3 trimmed in 31-MAR-2026
Aggregate 13FScore 63 — mean of 6 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 55 | Added +31% | 104,956 | $7,756,248 | 0.0% |
| Seth Klarman / Baupost | 64 | Holds (flat) | 8,080,112 | $597,208 | 11.7% |
| Ancora | 42 | Holds (flat) | 17 | $1,256 | 0.0% |
| Bill Ackman / Pershing Square | 58 | Trimmed -1% | 22,645,483 | $1,673,501,194 | 12.2% |
| Keith Meister / Corvex | 69 | Trimmed -34% | 1,578,254 | $116,632,971 | 4.6% |
| Stanley Druckenmiller / Duquesne | 91 | Trimmed -62% | 454,435 | $33,583 | 1.0% |
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 |
| 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 |