Seafarer Capital Partners, LLC ARCO — ARCOS DORADOS HOLDINGS

Ownership history in Seafarer Capital Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Seafarer Capital Partners, LLC reported ARCOS DORADOS HOLDINGS (ARCO) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.77% in 2025 Q3. The latest visible filing shows ARCO at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seafarer Capital Partners, LLC's position in ARCOS DORADOS HOLDINGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARCO was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARCO stock page Seafarer Capital Partners, LLC fund profile Seafarer Capital Partners, LLC full holdings
How Seafarer Capital Partners, LLC held ARCO — position size vs. price
% of Fund (quarterly)    ARCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 400,000 — 0% 0.76% $3.3M 2026-05-05 $8.80
2025 Q4 UNCHANGED — — — 400,000 — 0% 0.76% $2.9M 2026-01-09 $7.81
2025 Q3 ADDED — — — 400,000 +140,000 +53.8% 0.77% $2.7M 2025-11-04 $6.82
2025 Q2 ADDED — — — 260,000 +60,000 +30.0% 0.56% $2.1M 2025-08-05 $6.57
2025 Q1 UNCHANGED — — — 200,000 — 0% 0.52% $1.6M 2025-05-07 $7.72
2024 Q4 UNCHANGED — — — 200,000 — 0% 0.55% $1.5M 2025-02-03 $7.29
2024 Q3 INITIATED — — — 200,000 — — 0.50% $1.7M 2024-11-04 $8.17

🏢 Other funds also holding ARCO

As of 2026 Q1 — sorted by position size

BRIGHTLIGHT CAPITAL MANAGEMENT LP 3Y 27.14% Moerus Capital Management LLC 3Y 7Y 12.99% Fundamenta Capital S.A. 6.65% SPX Gestao de Recursos Ltda 3Y 7Y 4.08% West Tower Group, LLC 3Y 2.83% INCA Investments LLC 3Y 7Y 1.92% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 1.53% O'Keefe Stevens Advisory, Inc. 3Y 1.29% GLOBEFLEX CAPITAL L P 3Y 7Y 1.02% Inlet Private Wealth, LLC 3Y 7Y 0.8%

FAQ About Seafarer Capital Partners, LLC and ARCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Seafarer Capital Partners, LLC reported owning ARCO?

Seafarer Capital Partners, LLC reported ARCO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ARCO position in Seafarer Capital Partners, LLC's portfolio?

The largest reported portfolio weight for ARCO was 0.77% in 2025 Q3.

What is the latest reported ARCO position on this page?

The most recent filing on this page is 2026 Q1, when Seafarer Capital Partners, LLC reported 400,000 shares, equal to 0.76% of portfolio, with an estimated market value of $3.3M.

What does the chart on this ARCO ownership page compare?

The chart compares Seafarer Capital Partners, LLC's quarterly ARCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Seafarer Capital Partners, LLC time their ARCO position?

Based on 13F filing dates vs. subsequent ARCO price moves, Seafarer Capital Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ARCO relative to SPY over the holding period was -11.5%.

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