QSR β€” RESTAURANT BRANDS INTL INC

Ownership history in Pershing Square Capital Management, L.P.  Β·  45 quarters on record

This page tracks every 13F SEC filing in which Pershing Square Capital Management, L.P. reported a position in RESTAURANT BRANDS INTL INC (QSR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
40.71% (2017 Q2)
πŸ“Š Avg. % of fund
17.67%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
45

Position Intelligence

Pershing Square Capital Management, L.P. Γ— QSR AI Analytics

πŸ“‰ Pershing Square Capital Management, L.P. underperformed the S&P 500 by –15.1% annually on this QSR position. Timing score: 57% (12/21 decisions correct). Average cost basis: $31.87. Maximum drawdown during holding period: –42.6%.

πŸ“ˆ Position Alpha vs SPY
-15.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 15.1% ann.
11 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
12 of 21 add/trim decisions correct

πŸ’° Entry Quality
$31.87
+112.2% vs current ($67.63)

Best entry: $28.29 (2014 Q4)  Β·  Worst: $52.29 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–42.6%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
23%
buy-side decisions

5 adds Β· 17 trims. Bought during 1 of 17 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 10.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    QSR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,866,773 -48,723 -0.2% 10.05% $1.56B $67.63
2025 Q3 REDUCED 22,915,496 -85,418 -0.4% 10.04% $1.47B $63.02
2025 Q2 UNCHANGED 23,000,914 β€” 0% 11.11% $1.52B $64.51
2025 Q1 UNCHANGED 23,000,914 β€” 0% 12.85% $1.53B $64.24
2024 Q4 UNCHANGED 23,000,914 β€” 0% 11.88% $1.50B $62.26
2024 Q3 REDUCED 23,000,914 -141,628 -0.6% 12.84% $1.66B $68.28
2024 Q2 REDUCED 23,142,542 -205,593 -0.9% 15.64% $1.63B $66.08
2024 Q1 UNCHANGED 23,348,135 β€” 0% 17.24% $1.86B $73.97
2023 Q4 UNCHANGED 23,348,135 β€” 0% 17.55% $1.82B $72.22
2023 Q3 UNCHANGED 23,348,135 β€” 0% 14.82% $1.56B $61.14
35 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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