NYSE · Consumer Staples

AMBEV SA ABEV

Ambev S.A., through its subsidiaries, engages in the production, distribution, and sale of beer, draft beer, soft drinks, malt and food, and other beverages in Brazil, Central America and Caribbean, Latin America South, and Canada. The company offers beer, ready-to-drink cocktails and spritzers, soft drinks, water, teas, and isotonic drinks under the Brahma, Skol, Antarctica, Original, Quilmes, Andes Origen, Patricia, Paceha, Huari, Pilsen, Presidente, Balboa, Guaraná Antarctica, and Beats brands.

Beverages (Production/Distribution)

Company profile

Business mix

  • The company offers beer, ready-to-drink cocktails and spritzers, soft drinks, water, teas, and isotonic drinks.
  • It sells its products to distributors, supermarkets, and retailers within a broad distribution network.
  • The company was founded in 1853 and is headquartered in São Paulo, Brazil. Ambev S.A. operates as a subsidiary of Interbrew International B.V.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in beverages - brewers?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.41 FCF 8.74% Buyback 0.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.3% $1.0B 2026-03-31
GQG Partners Rajiv Jain 0.9% $546.1M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $561.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +56.3% +192,444,950 / 341,577,145
GQG Partners Rajiv Jain 4 filing periods
13F 2025-06-30 Filed 2025-08-13
New Shares - 13F value change +$363.6M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 5.1% 13F value change -$10.1M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 9.1% 13F value change +$73.8M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 8.1% 13F value change +$118.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 4 periods +187,037,538 (New) Total shares 187,037,538 Value $546.1M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -0.9% 13F value change +$20.3M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.0% 13F value change -$61.1M
13F 2025-12-31 Filed 2026-02-04
Minor reduction Shares -0.8% 13F value change +$75.0M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 3.3% 13F value change +$183.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 341,577,145 Last 4 periods +5,407,412 (+1.6%) Total shares 346,984,557 Value $1.0B

Recent mentions

No public mentions.