The Kraft Heinz Company (KHC): A Bull Case Theory
We came across a bullish thesis on The Kraft Heinz Company on Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on KHC.
Kraft Heinz Co (KHC)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Berkshire Hathaway Warren Buffett | 325,634,818 | $8,407,891,001 | 3.26% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,364,134 | $190,141,940 | -10% | 0.13% |
| 3. | Fairfax Financial Holdings Prem Watsa | 4,884,000 | $126,056,040 | +46% | 6.74% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 3,974,279 | $102,615,884 | -19% | 0.2% |
| 5. | Southeastern Asset Management Mason Hawkins | 3,674,261 | $94,869,419 | +50% | 4.78% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.24 | 40,000 | $1,329,680.00 | 90,000 | 2020-12-02 | Filing | |
| $33.20 | 50,000 | $1,659,950.00 | 50,000 | 2020-12-02 | Filing | |
| $30.38 | 13,849,315 | $420,742,189.70 | 14,099,315 | 2020-11-09 | Filing | |
| $28.45 | 250,000 | $7,112,500.00 | 250,000 | 2019-09-18 | Filing | |
| $28.60 | 3,496,503 | $99,999,985.80 | 3,516,449 | 2019-09-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.91 | 25,000 | $697,772.50 | 40,000 | 2025-07-18 | Filing | |
| $25.91 | 25,000 | $647,705.00 | 65,000 | 2025-06-17 | Filing | |
| $31.60 | 3,085 | $97,486.00 | 150,711 | 2025-03-04 | Filing | |
| $30.68 | 10,387 | $318,703.28 | 153,796 | 2025-03-03 | Filing | |
| $31.60 | 4,261 | $134,647.60 | 51,697 | 2025-03-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 102,435,702 | $2,644,889,826 | 0.04% | |
| 2. | 97,237,084 | $2,510,661,522 | 0.05% | |
| 3. | 46,376,394 | $1,197,438,493 | 0.04% | |
| 4. | 26,446,203 | $681,662,869 | 0.05% | |
| 5. | 17,584,674 | $454,036,293 | 0.08% |
News See All
The Kraft Heinz Company (KHC) Releases Q2 2025 Results
With a low price-to-earnings multiple and a significant presence in Warren Buffett’s investment portfolio, The Kraft Heinz Company (NASDAQ:KHC) earns a spot on our list of the 12 Cheap Value Stocks ...
12 Cheap Value Stocks to Buy Now According to Warren Buffett
With a sheer focus on identifying undervalued companies with strong fundamentals, Warren Buffett, known as the world’s most successful investor, has accumulated a net worth of $142.7 billion through...
The Kraft Heinz Company (NASDAQ:KHC) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Kraft Heinz Company Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
Kraft Heinz (KHC) Traded Down Due to Mixed Earnings Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” second-quarter 2025 investor letter.
Kraft Heinz’s (KHC) Role in the Food Dividend Market: What Investors Should Know
As reported by The Wall Street Journal, The Kraft Heinz Company (NASDAQ:KHC) is considering spinning off a significant portion of its operations, potentially valued at around $20 billion.
10 Best Food Stocks with Dividends
Top food companies tend to have strong brand recognition that allows them to charge premium prices, along with large-scale operations that help keep expenses down.
BofA Securities Raises Kraft Heinz (KHC) Price Target to $29 Amid Potential Spin-Off
The Kraft Heinz Company (NASDAQ:KHC) is one of the best alternative meat stocks to invest in according to analysts.
The Kraft Heinz Company (KHC) Fell Due to Sluggish Food and Beverage Industry
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
10 Best Alternative Meat Stocks to Invest In According to Analysts
The Good Food Institute (GFI) said in its 2024 State of the Industry report that cultivated meat (lab-grown meat) is a bold, game-changing way to diversify the food supply and help meet growing demand...
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