2 managers · $7.8B totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$7.8B
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
BerkshireHold$7.7B2.57%Value / Long-term
SoutheasternⓘTrim-8.63%$85M4.45%Deep value / Concentrated
What managers sayⓘ
2026-02-10Colossus (Invest Like the Best / Business Breakdowns)NeutralAlex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]Detail →
2026-02-01Southeastern Asset ManagementBullResearch Perspectives – February 2026Detail →
2025-12-31Southeastern Asset ManagementBull4Q25 Partners Fund CommentaryDetail →
2025-12-31Southeastern Asset ManagementBull4Q25 Global Fund CommentaryDetail →
2025-09-30Southeastern Asset ManagementBull3Q25 Partners Fund CommentaryDetail →
2025-06-30Southeastern Asset ManagementBull2Q25 Partners Fund CommentaryDetail →
2025-06-30Southeastern Asset ManagementBull2Q25 Global Fund CommentaryDetail →
2025-06-25Hosking PartnersNeutralThe AI Paradox: Capital QuestionsDetail →
Links open the original SEC EDGAR filing. Covers tracked managers only.
Earnings Callsⓘ
Q2 2026August 12, 2026
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Kraft Heinz's Q2 results were in line with expectations, with the core takeaway being that earlier brand investments are beginning to pay off: the decline in U.S. consumption rates narrowed, and market share losses slowed considerably.
Market share fell only 30bps in 1H, far better than the 90bps in 2025; Heinz emerging markets +12%; the July consumption rate -1%, improving from -2.5% in Q2.
New products such as PowerMac & Cheese and Capri Sun delivered standout performance, Oscar Mayer's new packaging is showing early traction, and partnerships with Disney and the NFL are strengthening brand activation.
Management added $100m in marketing investment (to $700m for the full year), and expects consumption rates to improve sequentially in 2H, bottom out in 2026, and potentially return to volume-driven growth in 2027.
Industry inflation and SNAP cuts remain headwinds, but management's tone is optimistic — "green shoots are emerging" — and free cash flow remains strong.