Position in DRI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,198,000
+$494,195 QoQ
Shares Held
16,313
+11.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.145528106418194.ToString("F0")%
Shared 0.ToString("F0")%
None 97.8544718935818.ToString("F0")%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $78,304,621 across 31 Restaurants names. DRI ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
92,030 | $28,602,003 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
82,467 | $13,618,600 | |
| 3 | SBUX |
Starbucks Corp
|
127,674 | $11,438,313 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
308,707 | $9,881,711 | |
| 5 | DRI |
Darden Restaurants Inc
This page
|
16,313 | $3,198,000 | |
| 6 | DPZ |
Dominos Pizza Inc
|
8,465 | $3,037,157 | |
| 7 | YUM |
Yum Brands Inc
|
16,245 | $2,525,772 | |
| 8 | EAT |
Brinker International, Inc
|
16,358 | $2,335,431 |
All Filings in DRI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,198,000 | 16,313 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,703,805 | 14,693 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,091,104 | 10,985 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,775,194 | 12,732 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,404,249 | 6,759 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $586,206 | 3,140 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $652,416 | 3,975 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $447,453 | 2,957 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $487,409 | 2,916 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $412,228 | 2,509 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $298,613 | 2,085 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $288,881 | 1,729 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $233,826 | 1,507 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $188,128 | 1,360 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $147,920 | 1,171 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $389,359 | 3,442 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $473,434 | 3,561 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $483,102 | 3,207 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $395,340 | 2,708 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $384,536 | 2,708 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $322,576 | 2,708 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $272,803 | 2,708 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $205,185 | 2,708 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $147,477 | 2,708 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||