3g Capital Partners LP
3G Capital Partners LP is a global private equity and investment advisory firm founded in 2004 with offices in New York and Rio de Janeiro. It evolved from the Brazilian investment office of Jorge Paulo Lemann, Carlos Alberto Sicupira, and Marcel Herrmann Telles, and is led by Co-Managing Partners Alex Behring and Daniel Schwartz. The firm specializes in large-scale, long-term investments, and is renowned for transformative acquisitions in the food, beverage, restaurant, and manufacturing sectors. Major deals include acquisitions of Burger King, Tim Hortons, Popeyes Louisiana Kitchen, and the merger of Kraft Heinz. 3G Capital serves high-net-worth individuals, institutional investors, and sophisticated financial clients, operating globally with a team estimated at 100-250 employees.
Investment Strategy
3G Capital Partners LP pursues value-oriented, long-term investments in undervalued securities globally, with a focus on operational excellence, cost discipline, and strategic growth. The firm is known for transforming companies through active management, restructuring, and scale-driven efficiencies, targeting sectors such as restaurants, food and beverage, manufacturing, and consumer brands. It typically invests in large cap companies and pursues control or influential stakes, leveraging disciplined M&A, operational improvements, and strategic partnerships.
Latest 13F Filing Activity
3g Capital Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $407M. The fund increased holdings in BBB Foods Inc., Goosehead Ins Inc., Mercadolibre Inc. among other positions. 3g Capital Partners LP reduced exposure to Amazon Com Inc., Analog Devices Inc., Intuit among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 14.49% | $59.0M | 80,000 | $329.01 | $738.09 | +$10.1M |
G GSHD | GOOSEHEAD INS INC | 11.98% | $48.8M | 462,500 | $86.74 | $105.51 | +$22.2M |
M MELI | MERCADOLIBRE INC | 11.23% | $45.7M | 17,500 | $1749.02 | $2613.63 | +$14.5M |
P PDD | PDD HOLDINGS INC | 10.92% | $44.5M | 425,000 | $111.93 | $104.66 | +$9.0M |
T TBBB | BBB FOODS INC | 10.22% | $41.6M | 1,500,000 | $27.51 | $27.76 | +$32.3M |