Long Focus Capital Management’s Arcos Dorados Holdings ARCO Stock Holding History

Long Focus Capital Management’s Portfolio ARCO Stock Details ARCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-150,000	Closed	-$1.21M	–	95
2025 Q1	$1.21M	Hold	150,000	–	–	0.04%	91
2024 Q4	$1.09M	Hold	150,000	–	–	0.04%	92
2024 Q3	$1.31M	Hold	150,000	–	–	0.05%	82
2024 Q2	$1.35M	Hold	150,000	–	–	0.05%	82
2024 Q1	$1.67M	Hold	150,000	–	–	0.09%	73
2023 Q4	$1.9M	Hold	150,000	–	–	0.06%	76
2023 Q3	$1.42M	Hold	150,000	–	–	0.05%	79
2023 Q2	$1.54M	Hold	150,000	–	–	0.07%	74
2023 Q1	$1.16M	Hold	150,000	–	–	0.07%	84
2022 Q4	$1.25M	Hold	150,000	–	–	0.09%	74
2022 Q3	$1.09M	Hold	150,000	–	–	0.11%	71
2022 Q2	$1.01M	Hold	150,000	–	–	0.11%	76
2022 Q1	$1.22M	Hold	150,000	–	–	0.16%	71
2021 Q4	$875K	Buy	+150,000	New	+$761K	0.12%	72

Other funds holding ARCO

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Long Focus Capital Management's ARCO Position: Q2 2025 in Review

Long Focus Capital Management sold out of Arcos Dorados Holdings (ARCO) in Q2 2025, closing a stake of 150,000 shares — an estimated $1.21M sold.

Long Focus Capital Management first reported a position in ARCO in Q4 2021 and held it in 14 quarters. The position peaked at $1.9M in Q4 2023. 151 funds tracked by Wall St. Rank hold ARCO as of Q2 2025.

Long Focus Capital Management reported no remaining Arcos Dorados Holdings position as of Q2 2025 after selling out during the quarter.
Long Focus Capital Management sold 150,000 Arcos Dorados Holdings shares in Q2 2025, an estimated $1.21M.
Long Focus Capital Management first reported a position in Arcos Dorados Holdings in Q4 2021 and held it in 14 quarters.
Long Focus Capital Management's Arcos Dorados Holdings position peaked at $1.9M in Q4 2023.
151 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q2 2025.

Based on Long Focus Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.