Soroban Capital: Performance, Strategy, AUM and Partners

2. Anheuser Busch Inbev NV (ADR) (NYSE:BUD)

Anheuser Busch Inbev NV (ADR) (NYSE:BUD) saw Eric Mandelblatt’s fund increase its stae by 10% between April and June. The fund disclosed a $1.52 billion holding, which contained 13.81 million shares, in its latest 13F filing. Since the beginning of the year, Anheuser Busch Inbev NV (ADR) (NYSE:BUD)’s stock has gained over 13%, boosted by two positive financial reports. For the second quarter, the beer maker, which has over 200 brands in its portfolio, posted EPS of $1.06, better than the expected $0.97 and revenue of $14.18 billion, which was in line with estimates, but grew by 31.2% on the year. Aside from Soroban, 27 other investors held shares of Anheuser Busch Inbev NV (ADR) (NYSE:BUD) at the end of June, down by one over the quarter.