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What smart money is saying about Restaurant Brands International Inc.Canada flag

QSR · Consumer Cyclical · Restaurants · Market cap $22.23B

1 fund in our archive has pitched Restaurant Brands International Inc. — most recently AMG River Road Large Cap Value Select Fund in June 2025.

Company profile

Restaurant Brands International Inc. operates as quick service restaurant company in Canada and internationally. It operates through four segments: Tim Hortons (TH), Burger King (BK), Popeyes Louisiana Kitchen (PLK), and Firehouse Subs (FHS). The company owns and franchises TH chain of donut/coffee/tea restaurants that offer blend coffee, tea, and espresso-based hot and cold specialty drinks; and fresh baked goods, including donuts, Timbits, bagels, muffins, cookies and pastries, grilled paninis, classic sandwiches, wraps, soups, and others. It is also involved in owning and franchising BK, a fast food hamburger restaurant chain, which offers flame-grilled hamburgers, chicken and other specialty sandwiches, french fries, soft drinks, and other food items; and PLK quick service restaurants that provide Louisiana style fried chicken, chicken tenders, fried shrimp and other seafood, red beans and rice, and other regional items. In addition, the company owns and franchises FHS restaurants quick service restaurants that offer subs, soft drinks, and local specialties. As of February 15, 2022, the company had approximately 29,000 restaurants in 100 countries under the Tim Hortons, Burger King, Popeyes, And Firehouse Subs brands. Restaurant Brands International Inc. was founded in 1954 and is headquartered in Toronto, Canada.

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Summarize with Warren AI
2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Restaurant Brands International Inc., with no move described.

Fund letters reporting a position in Restaurant Brands International Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000
Q2 20250001

Fund activity · 2 positions

  • June 2026
    When taken together with our existing holdings in dominant, fast-growing companies such as Microsoft, Amazon, Meta, Uber, Brookfield, and Restaurant Brands, we believe our current portfolio is highly attractive
    Restaurant Brands International Inc.
  • Listed in EdgePoint Global Portfolio’s reported holdings.

    Restaurant Brands International Inc.

Fund coverage · 1 thesis

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