LFCM
Long Focus Capital Management’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-580,000
| Closed | -$35.7M | – | 87 |
|
|
2025
Q1 | $35.7M | Buy |
580,000
+256,654
| +79% | +$15.8M | 1.19% | 10 |
|
|
2024
Q4 | $16.2M | Buy |
323,346
+179,946
| +125% | +$9.01M | 0.53% | 26 |
|
|
2024
Q3 | $9.51M | Hold |
143,400
| – | – | 0.33% | 37 |
|
|
2024
Q2 | $8.34M | Buy |
143,400
+6,200
| +5% | +$361K | 0.32% | 35 |
|
|
2024
Q1 | $8.34M | Hold |
137,200
| – | – | 0.43% | 39 |
|
|
2023
Q4 | $8.87M | Hold |
137,200
| – | – | 0.29% | 34 |
|
|
2023
Q3 | $7.59M | Hold |
137,200
| – | – | 0.27% | 33 |
|
|
2023
Q2 | $7.78M | Buy |
137,200
+15,000
| +12% | +$851K | 0.35% | 34 |
|
|
2023
Q1 | $8.15M | Hold |
122,200
| – | – | 0.46% | 27 |
|
|
2022
Q4 | $7.34M | Sell |
122,200
-10,000
| -8% | -$600K | 0.51% | 34 |
|
|
2022
Q3 | $5.97M | Buy |
132,200
+12,200
| +10% | +$551K | 0.58% | 30 |
|
|
2022
Q2 | $6.47M | Hold |
120,000
| – | – | 0.68% | 25 |
|
|
2022
Q1 | $7.21M | Buy |
120,000
+5,000
| +4% | +$300K | 0.93% | 22 |
|
|
2021
Q4 | $6.96M | Buy |
+115,000
| New | +$6.96M | 0.92% | 14 |
|