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
2026 Q2	$824K	Sell	10,000 -245,000	-96%	-$19.3M	0.02%	82
2026 Q1	$17.7M	Sell	255,000 -1,010,600	-80%	-$73M	0.47%	52
2025 Q4	$81M	Buy	1,265,600 +40,000	+3%	+$2.48M	2.13%	12
2025 Q3	$73.1M	Buy	1,225,600 +430,000	+54%	+$27.1M	2.41%	9
2025 Q2	$54.7M	Sell	795,600 -1,730,000	-68%	-$116M	2.07%	12
2025 Q1	$155M	Sell	2,525,600 -4,656,900	-65%	-$255M	5.19%	4
2024 Q4	$360M	Buy	7,182,500 +3,432,500	+92%	+$199M	11.66%	2
2024 Q3	$249M	Buy	3,750,000 +1,259,900	+51%	+$77.7M	8.71%	4
2024 Q2	$145M	Buy	2,490,100 +1,170,100	+89%	+$71.7M	5.54%	6
2024 Q1	$80.2M	Sell	1,320,000 -1,180,000	-47%	-$73.8M	4.11%	4
2023 Q4	$162M	Sell	2,500,000 -220,000	-8%	-$13M	5.37%	5
2023 Q3	$150M	Buy	2,720,000 +1,419,900	+109%	+$80.5M	5.38%	4
2023 Q2	$73.7M	Buy	1,300,100 +685,700	+112%	+$41.5M	3.36%	5
2023 Q1	$41M	Sell	614,400 -315,600	-34%	-$19.1M	2.32%	6
2022 Q4	$55.8M	Buy	+930,000	New	+$49.9M	3.85%	5
2022 Q3	–	Sell	-625,000	Closed	-$33.7M	–	108
2022 Q2	$33.7M	Buy	625,000 +369,900	+145%	+$20.8M	3.53%	5
2022 Q1	$15.3M	Sell	255,100 -635,100	-71%	-$39.2M	1.97%	11
2021 Q4	$53.9M	Buy	+890,200	New	+$51.8M	7.14%	3

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.