Long Focus Capital Management’s AB InBev BUD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-580,000	Closed	-$39M	–	99
2025 Q1	$35.7M	Buy	580,000 +256,654	+79%	+$14M	1.19%	18
2024 Q4	$16.2M	Buy	323,346 +179,946	+125%	+$10.4M	0.53%	35
2024 Q3	$9.51M	Hold	143,400	–	–	0.33%	47
2024 Q2	$8.34M	Buy	143,400 +6,200	+5%	+$380K	0.32%	46
2024 Q1	$8.34M	Hold	137,200	–	–	0.43%	49
2023 Q4	$8.87M	Hold	137,200	–	–	0.29%	45
2023 Q3	$7.59M	Hold	137,200	–	–	0.27%	43
2023 Q2	$7.78M	Buy	137,200 +15,000	+12%	+$907K	0.35%	42
2023 Q1	$8.15M	Hold	122,200	–	–	0.46%	37
2022 Q4	$7.34M	Sell	122,200 -10,000	-8%	-$537K	0.51%	42
2022 Q3	$5.97M	Buy	132,200 +12,200	+10%	+$632K	0.58%	36
2022 Q2	$6.47M	Hold	120,000	–	–	0.68%	30
2022 Q1	$7.21M	Buy	120,000 +5,000	+4%	+$308K	0.93%	27
2021 Q4	$6.96M	Buy	+115,000	New	+$6.69M	0.92%	19

Other funds holding BUD

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Long Focus Capital Management sold out of AB InBev (BUD) in Q2 2025, closing a stake of 580,000 shares — an estimated $39M sold.

Long Focus Capital Management first reported a position in BUD in Q4 2021 and held it in 14 quarters. The position peaked at $35.7M in Q1 2025. 514 funds tracked by Wall St. Rank hold BUD as of Q2 2025.

Long Focus Capital Management reported no remaining AB InBev position as of Q2 2025 after selling out during the quarter.
Long Focus Capital Management sold 580,000 AB InBev shares in Q2 2025, an estimated $39M.
Long Focus Capital Management first reported a position in AB InBev in Q4 2021 and held it in 14 quarters.
Long Focus Capital Management's AB InBev position peaked at $35.7M in Q1 2025.
514 funds tracked by Wall St. Rank held AB InBev as of Q2 2025.

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