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Equibles

STEPHENS INC /AR/

Position in KRUS — Kura Sushi USA, Inc.

CIK 757657 LITTLE ROCK, AR
Back to KRUS Full portfolio

Position in KRUS

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$63,479,873
-$13,796,011 QoQ
Shares Held
1,102,847
-0.4% QoQ
Ownership
9.08%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#1
of 147 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in KRUS Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

STEPHENS INC /AR/ holds $105,426,609 across 10 Restaurants names. KRUS ranks #1 (60.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KRUS
Kura Sushi USA, Inc.
This page 		1,102,847 $63,479,873
2 MCD
Mcdonalds Corp
 85,155 $23,018,248
3 DRI
Darden Restaurants Inc
 43,933 $9,050,637
4 SBUX
Starbucks Corp
 55,500 $5,671,545
5 YUM
Yum Brands Inc
 12,081 $1,931,268
6 BROS
Dutch Bros Inc.
 9,226 $662,519
7 DPZ
Dominos Pizza Inc
 1,564 $463,006
8 CMG
Chipotle Mexican Grill Inc
 13,032 $443,088

All Filings in KRUS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $63,479,873 1,102,847
2026-03-31 $77,275,884 1,107,263
2025-12-31 $43,920,987 839,308
2025-09-30 $43,238,954 727,806
2025-06-30 $63,603,651 738,890
2025-03-31 $37,269,606 727,922
2024-12-31 $67,631,738 746,652
2024-09-30 $66,956,960 831,144
2024-06-30 $52,879,072 838,153
2024-03-31 $98,009,566 851,073
2023-12-31 $69,428,204 913,529
2023-09-30 $53,521,891 809,466
2023-06-30 $75,322,683 810,357
2023-03-31 $54,230,037 823,664
2022-12-31 $42,887,730 899,491
2022-09-30 $62,906,190 854,936
2022-06-30 $44,046,087 889,281
2022-03-31 $49,682,098 900,854
2021-12-31 $67,982,883 840,956
2021-09-30 $35,219,096 806,298
2021-06-30 $24,390,940 641,698
2021-03-31 $18,884,871 596,867
2020-12-31 $7,689,688 394,343
2020-09-30 $5,730,071 437,410
2020-06-30 $8,559,075 599,375
2020-03-31 $6,106,596 510,585