First Eagle Investment Management significantly increased its investment in Compañía Cervecerías Unidas (CCU), nearly doubling its position during the second quarter of 2026. The firm boosted its holdings by 99.99% to a total of 32.24 million shares. As of the reporting period's end, this substantial stake was valued at approximately $361 million.
This trade occurred before CCU announced strong second-quarter results in early August, which included a 59.4% year-over-year increase in consolidated EBITDA. It's important to note that this information comes from a delayed 13F filing, which discloses positions held as of June 30, 2026, and does not reflect trading activity since that date.