Letters by company

Arcos Dorados Holdings Inc.

1 letter discussing ARCO. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review Seafarer Overseas Value Fund attributed gains to improving sentiment toward Chinese holdings and capital-recycling measures at Jardine Matheson, DFI Retail and Hongkong Land. The fund added ADNOC Gas, citing contracted gas economics, UAE production growth and a progressively rising dividend, while retaining exposure to consumer businesses despite weaker regional demand. third quarter of 2025 453950 ARCO $1.5BBABA $262B