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Restaurant Brands Intern

QSR

Held by 5 superinvestors.

Price$79.26
Holders5
Total value$2.50B

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth
+12.2%
Net margin
11.4%
ROE
29.6%
FCF margin
15.4%
Revenue $4.97B → $9.43B · 6y
What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

5 holders · $2.50B combined · this quarter +0 opened / -1 exited

This quarter1 added3 trimmed1 exited
Holders 5 → 4 · last 8q
Exited this quarter (1)

SEC 13F · notes

Written summary

Restaurant Brands Intern (QSR) is held by 5 of the superinvestors tracked on Compounder, with a combined $2.50B in reported 13F value. The largest position belongs to Bill Ackman, where it makes up 12.2% of the portfolio.

Other notable holders by value include Seth Klarman (9.0% of its book), Christopher Davis (0.9% of its book) and Jim Cullen (1.3% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in QSR, 1 added to existing ones, 3 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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