Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.
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Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is whether Ackman's conviction holds up or leaves you holding the bag.
Restaurant and food companies continue to see mixed performance, as stronger operators outperform wh
Restaurant Brands International Inc. (NYSE:QSR) is one of the best Seth Klarman portfolio stocks to buy. On June 9, Expansión, a Spanish economic newspaper, reported that Abu Dhabi sovereign investor Mubadala has hired advisers to prepare a potential bid for Restaurant Brands Europe (RBE), the company that operates Burger King, Popeyes, and Tim Hortons restaurants […]
Wendy's 28% gain in a month is fueled by retail-trader buzz, Project Fresh optimism and valuation appeal, but weak U.S. sales and cost inflation loom.
Darden combines earnings growth, cash returns and a lower valuation multiple, but estimate cuts and inflation keep investors weighing the stock's outlook.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
The company says its new strategy is working in the stores it runs itself. But the numbers from its franchise partners tell a very different story - even if a sudden wave of internet mania just completely upended the stock chart.
Restaurant Brands International Inc. (NYSE:QSR) is one of the 6 Cheap Stocks to Buy According to Bill Ackman. Restaurant Brands International Inc. (NYSE:QSR)’s shares are up by 8% over the past year and by 8.9% year-to-date. Several analysts have discussed the firm this year. For instance, Scotiabank raised the share price target to $81 from […]
We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. Restaurant Brands International (NYSE:QSR) ranks #1 (see Seth Klarman Is Buying These 5 Value Stocks in 2026). Baupost’s Stake: $597,208,000 Restaurant Brands International (NYSE:QSR) has a forward PE of about 17, and the stock is up about […]
Seth Klarman ranks among the richest hedge fund managers in the world. Accounting for a 10.44% share of the billionaire’s portfolio, Restaurant Brands International Inc. (NYSE:QSR) ranks as Seth Klarman’s top stock pick. Scotiabank increased its price target for Restaurant Brands International Inc. (NYSE:QSR) to $83 from $81 on May 7, retaining a Sector Perform […]

The cost of consuming beef is going to cost you more.
By Daniella Parra Krispy Kreme, Inc. (Nasdaq: DNUT) said adjusted EBITDA rose 38 percent in the first quarter to $33.1 million from a year earlier amid a company turnaround. Net revenue fell 2.2 percent to $367 million, it said, adding that the company is seeing wider adoption of its capital-light international franchise model. “The first […]
Restaurant Brands International (TSX:QSR, NYSE:QSR) reported better-than-expected financial results for the first quarter, supported by international expansion and continued improvement in its Burger King US operations. Despite the earnings beat, shares fell 5.5% on weakness in its Popeyes...
Restaurant Brands International (NYSE:QSR) reported first-quarter earnings and revenue ahead of Wall Street expectations on Wednesday, although the company’s shares slipped nearly 5% in premarket trading following the release. The parent company of Burger King posted adjusted earnings per share of $0.
Restaurant Brands (QSR) delivered earnings and revenue surprises of +4.42% and +0.99%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
The fast-food parent posted adjusted EPS of 86 cents and revenue of $2.26 billion, both above Wall Street expectations
Investing.com -- Restaurant Brands International reported first-quarter earnings per share of $0.86, topping analyst estimates of $0.83. Revenue came in at $2.26 billion, against a consensus estimate of $2.24 billion.
Same-store sales at Burger King rose 5.8% as the company’s viral Whopper improvement lured customers. But its sister chicken concept continued to bleed sales
Fast-food company Restaurant Brands (NYSE:QSR) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 7.3% year on year to $2.26 billion. Its non-GAAP profit of $0.86 per share was 4% above analysts’ consensus estimates.
Restaurant Brands (QSR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Wingstop (WING) delivered earnings and revenue surprises of +16.11% and -1.81%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?