Position in JACK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,313
-$85,500 QoQ
Shares Held
2,928
-51.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5.635245901639344.ToString("F0")%
Shared 0.ToString("F0")%
None 94.36475409836066.ToString("F0")%
Common Shares in JACK 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. JACK ranks #30 (0.0% 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
|
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 JACK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,313 | 2,928 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $113,813 | 6,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $42,505 | 2,150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $47,508 | 2,721 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,761 | 359 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,742 | 282 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $35,463 | 762 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,193 | 259 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12,668 | 185 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $15,101 | 185 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,767 | 98 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,019 | 154 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,488 | 154 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,916 | 160 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,628 | 184 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,343 | 131 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,879 | 170 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,998 | 80 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $8,915 | 80 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $8,782 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $7,424 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $6,344 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,927 | 80 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,804 | 80 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||