3G Capital

Money Moves

Fully exited Kraft Heinz position

For a decade, Kraft Heinz has been the cautionary tale of the 2015 mega-merger between Kraft Foods and H.J. Heinz: shrinking sales, falling market share, a $15 billion brand writedown, and a stock that lost roughly 70% of its value. In September 2025 the board approved a tax-free split into two companies as the way out. Five months later, a new CEO scrapped that plan and bet $600 million on fixing the company instead.

Updated 1 hour ago