What smart money is saying about Ambev
ABEV
No fund has written a full thesis on Ambev in our archive, but 2 fund letters report a position in it — most recently Overstone Emerging Markets Equity Fund in December 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q3 2025 and Q4 2025, 2 fund letters reported a position in Ambev, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- December 2025
“In the staples space the fund holds Mengniu (Chinese dairy), Ambev (Brazilian beer), Gruma (Mexican tortillas) and Indofood (Indonesia noodles).”
Ambev - HoldsOldfield Partners Overstone Emerging Markets Equity FundSeptember 2025
“The key detractor to the fund’s return was Brazilian ‘beer company’ Ambev.”
Ambev
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