Position in ARCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$198,980,677
+$7,788,240 QoQ
Shares Held
24,687,429
+6.5% QoQ
Ownership
11.7%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1
of 174 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ARCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $409,221,070 across 15 Restaurants names. ARCO ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCO |
Arcos Dorados Holdings Inc.
This page
|
24,687,429 | $198,980,677 | |
| 2 | MCD |
Mcdonalds Corp
|
561,308 | $151,727,165 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
421,172 | $17,213,299 | |
| 4 | SBUX |
Starbucks Corp
|
151,690 | $15,501,199 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
846,050 | $10,905,584 | |
| 6 | DRI |
Darden Restaurants Inc
|
30,495 | $6,282,274 | |
| 7 | EAT |
Brinker International, Inc
|
16,021 | $2,691,528 | |
| 8 | LOCO |
El Pollo Loco Holdings, Inc.
|
114,905 | $1,948,788 |
All Filings in ARCO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,980,669 | 24,687,428 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $198,980,677 | 24,687,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $191,192,437 | 23,174,841 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $191,192,438 | 23,174,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,602,072 | 21,471,672 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $157,602,072 | 21,471,672 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $135,867,219 | 20,128,477 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $135,867,219 | 20,128,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $117,350,162 | 14,873,278 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $118,249,670 | 14,987,284 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $633,638 | 72,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $182,808 | 20,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $128,513 | 11,557 | Shares | Sole | 2024-07-09 | |
| 2022-09-30 | $71,624 | 9,825 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||