QSR

Why super-investors own QSR

Ownership of QSR within this cohort is heavily skewed toward two high-conviction holders: Bill Ackman carries $1.7B at 12.2% of his portfolio, and Seth Klarman holds $597M at 11.7% — together accounting for nearly all of the cohort's $2.7B combined position. The remaining three owners, Christopher Davis, Stanley Druckenmiller, and Joel Greenblatt, hold smaller, more incidental stakes. Activity in 2026Q1 was minimal: only Druckenmiller trimmed, with no new entrants or exits. The cohort owner count has been flat at three for the past five quarters after briefly reaching as high as three in prior periods, suggesting interest is neither expanding nor contracting — the thesis here rests almost entirely on Ackman and Klarman's long-standing, concentrated commitments.

AI-synthesized from 13F filings. Not investment advice.