QSR
RESTAURANT BRANDS INTL INC · Consumer Discretionary
Consensus score 15/100 · #30 this quarter · tier-weighted across tracked managers
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Pershing Square Activist | 12.2% | $1.67B | TRIM |
| Baupost Group Deep value | 11.7% | $597M | HOLD |
| Davis Advisors Concentrated | 1.2% | $266M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.