ARCO

ARCO

ARCO

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q4 Dec 31, 2022 Moerus Capital Management LLC - 13.3% ARCO, BRX, DESP, EMAAR UH, GIVPY, IPCO CN, SPB, TDW, YRI SW -
2023 Q4 Nov 30, 2023 Moerus Capital Management LLC - 16.5% ARCO, DESP, EDEL IN, EMAAR UH, NTCO3 BZ, NUVAMA IN, TDW, TECK/B CN, TURSG TI, UNC IN, WED CN, WG/ LN -
2024 Q3 Sep 30, 2024 Diamond Hill International 5.7% 12.4% 005930 KS, 6UY GR, ARCO, FUSION IN, GXL GR, TSCO LN, UL, WTW -
2022 Q2 May 31, 2022 Moerus Capital Management LLC - 16.1% ARCO, CIB, CRE LN, IDFCFB IN, IPCO CN, ITAUCL CI, STAN LN, TDW -
2024 Q4 Jan 26, 2025 Brennan Asset Management - - ARCO, CABP LN, CHTR, CODI, LILAK, MEGACPO MM, PTSB LN, TIGO -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 23, 2025 Value Investors Club bdon99 Arcos Dorados Holdings Inc. Consumer Discretionary Restaurants Bull NYSE Brazil, Digital transformation, FX hedge, Latin America, QSR, Re-rating

BSD Shareholders of ARCO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.