LAZARD ASSET MANAGEMENT LLC
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1207017
NEW YORK, NY
Position in FWRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,905,584
-$7,757,608 QoQ
Shares Held
846,050
-52.5% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 203 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in FWRG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $409,221,070 across 15 Restaurants names. FWRG ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCO |
Arcos Dorados Holdings Inc.
|
24,687,429 | $198,980,677 | |
| 2 | MCD |
Mcdonalds Corp
|
561,308 | $151,727,165 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
421,172 | $17,213,299 | |
| 4 | SBUX |
Starbucks Corp
|
151,690 | $15,501,199 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
This page
|
846,050 | $10,905,584 | |
| 6 | DRI |
Darden Restaurants Inc
|
30,495 | $6,282,274 | |
| 7 | EAT |
Brinker International, Inc
|
16,021 | $2,691,528 | |
| 8 | LOCO |
El Pollo Loco Holdings, Inc.
|
114,905 | $1,948,788 |
All Filings in FWRG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,905,584 | 846,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,663,192 | 1,780,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,532,460 | 1,626,821 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,305,755 | 2,129,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,589,437 | 2,281,137 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,489,993 | 2,011,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,095,087 | 2,100,757 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $41,144 | 2,047 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,392 | 2,047 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,886 | 940 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1 | 87 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,259 | 87 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,254 | 87 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,135 | 87 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,458 | 87 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||