DNUT
Krispy Kreme, Inc. · Consumer Defensive · Grocery Stores
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | 0 | 71.95M | $253.98M | +5 | −5 |
| Q1 2026 | 83 | +7 | 63.04M | $213.78M | +9 | −2 |
| Q4 2025 | 76 | 0 | 73.66M | $296.19M | +1 | −1 |
| Q3 2025 | 17 | +1 | 25.10M | $97.12M | +2 | −1 |
| Q2 2025 | 13 | -1 | 24.64M | $71.70M | — | −1 |
| Q1 2025 | 11 | +3 | 7.95M | $39.14M | +3 | — |
| Q4 2024 | 8 | -2 | 9.19M | $91.23M | — | −2 |
| Q3 2024 | 9 | 0 | 6.79M | $72.97M | +1 | −1 |
| Q2 2024 | 9 | — | 9.83M | $105.80M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 3.50M | — | $37.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 2.25M | — | $24.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 2.25M | — | $24.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.05M | — | $22.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 2.05M | — | $22.08M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.74M | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.74M | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.74M | — | $18.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 123.08K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Norges Bank ✦ (pasivo) | 66.92K | — | $720,113 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Point72 Asset Management ✦ | 47.29K | — | $508,883 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 26.65K | — | $287,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | GAMCO Investors ✦ | 22.00K | — | $236,720 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 174 tenedores, 79.37M acciones, $260.90M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.