12 West Capital Management LP

Position in KRUS — Kura Sushi USA, Inc.

CIK 1540531 NEW YORK, NY

Position in KRUS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,073,000

-$21,082,302 QoQ

Shares Held

175,000

-60.8% QoQ

Ownership

1.44%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#12

of 148 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

12 West Capital Management LP holds $58,441,284 across 2 Restaurants names. KRUS ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SHAK	Shake Shack Inc.	863,411	$48,368,284
2	KRUS	Kura Sushi USA, Inc. This page	175,000	$10,073,000

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,073,000	175,000	-60.8%	Shares	Sole	2026-08-14
2026-03-31	$31,155,302	446,415	-17.5%	Shares	Sole	2026-05-15
2025-12-31	$28,332,246	541,415	-2.7%	Shares	Sole	2026-02-17
2025-09-30	$33,056,615	556,415	0.0%	Shares	Sole	2025-11-14
2025-06-30	$47,896,203	556,415	0.0%	Shares	Sole	2025-08-14
2025-03-31	$28,488,448	556,415	0.0%	Shares	Sole	2025-05-15
2024-12-31	$50,400,070	556,415	+12.8%	Shares	Sole	2025-02-13
2024-12-31	$50,400,070	556,415	—	Shares	Sole	2025-02-14
2024-09-30	$39,749,512	493,415	+6.5%	Shares	Sole	2024-11-13
2024-06-30	$29,236,852	463,415	0.0%	Shares	Sole	2024-08-14
2024-03-31	$53,366,871	463,415	0.0%	Shares	Sole	2024-05-07
2023-12-31	$35,219,540	463,415	0.0%	Shares	Sole	2024-02-14
2023-09-30	$30,640,999	463,415	0.0%	Shares	Sole	2023-11-14
2023-06-30	$43,074,424	463,415	+2989.4%	Shares	Sole	2023-08-14
2023-03-31	$987,600	15,000	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.