Skip to main content

SCHWARTZ INVESTMENT COUNSEL INC

Position in FWRG — First Watch Restaurant Group, Inc.

CIK 909151 PLYMOUTH, MI

Position in FWRG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$164,669
-$1,631,824 QoQ
Shares Held
12,775
-87.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 205 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FWRG Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

SCHWARTZ INVESTMENT COUNSEL INC holds $29,472,629 across 2 Restaurants names. FWRG ranks #2 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FWRG
First Watch Restaurant Group, Inc.
This page
12,775 $164,669

All Filings in FWRG

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $164,669 12,775
2024-06-30 $1,796,493 102,306
2024-03-31 $2,031,740 82,524
2023-12-31 $2,037,315 101,359
2023-09-30 $1,752,497 101,359
2023-06-30 $1,712,967 101,359
2023-03-31 $1,730,609 107,759