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 Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$77,275,884

+$33,354,897 QoQ

Shares Held

1,107,263

+31.9% QoQ

Ownership

9.11%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

STEPHENS INC /AR/ holds $119,897,624 across 11 Restaurants names. KRUS ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRUS	Kura Sushi USA, Inc. This page	1,107,263	$77,275,884
2	MCD	Mcdonalds Corp	72,438	$22,513,006
3	DRI	Darden Restaurants Inc	42,430	$8,317,977
4	SBUX	Starbucks Corp	73,249	$6,562,377
5	YUM	Yum Brands Inc	12,560	$1,952,828
6	DPZ	Dominos Pizza Inc	3,373	$1,210,198
7	YUMC	Yum China Holdings, Inc.	10,776	$525,653
8	CMG	Chipotle Mexican Grill Inc	13,556	$433,927

All Filings in KRUS

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-04-30	$66,074,745	1,195,923	+8.0%	Shares	Sole	2026-05-07
2026-03-31	$77,275,884	1,107,263	+31.9%	Shares	Defined	2026-04-28
2025-12-31	$43,920,987	839,308	+15.3%	Shares	Defined	2026-02-05
2025-09-30	$43,238,954	727,806	-1.5%	Shares	Defined	2025-10-27
2025-06-30	$63,603,651	738,890	+1.5%	Shares	Defined	2025-07-29
2025-03-31	$37,269,606	727,922	-2.5%	Shares	Defined	2025-05-01
2024-12-31	$67,631,738	746,652	0.0%	Shares	Sole	2025-02-14
2024-12-31	$67,631,738	746,652	-10.2%	Shares	Defined	2025-01-28
2024-09-30	$66,956,960	831,144	-0.8%	Shares	Defined	2024-10-28
2024-06-30	$52,879,072	838,153	-1.5%	Shares	Defined	2024-08-06
2024-03-31	$98,009,566	851,073	-6.8%	Shares	Defined	2024-05-15
2023-12-31	$69,428,204	913,529	+12.9%	Shares	Defined	2024-02-13
2023-09-30	$53,521,891	809,466	-0.1%	Shares	Defined	2023-11-14
2023-06-30	$75,322,683	810,357	-1.6%	Shares	Defined	2023-08-14
2023-03-31	$54,230,037	823,664	-8.4%	Shares	Defined	2023-05-15
2022-12-31	$42,887,730	899,491	+5.2%	Shares	Defined	2023-02-14
2022-09-30	$62,906,190	854,936	-3.9%	Shares	Defined	2022-11-02
2022-06-30	$44,046,087	889,281	-1.3%	Shares	Defined	2022-08-03
2022-03-31	$49,682,098	900,854	+7.1%	Shares	Defined	2022-05-04
2021-12-31	$67,982,883	840,956	+4.3%	Shares	Defined	2022-03-07
2021-09-30	$35,219,096	806,298	+25.7%	Shares	Defined	2021-10-27
2021-06-30	$24,390,940	641,698	+7.5%	Shares	Defined	2021-08-12
2021-03-31	$18,884,871	596,867	+51.4%	Shares	Defined	2021-05-14
2020-12-31	$7,689,688	394,343	-9.8%	Shares	Defined	2021-02-10
2020-09-30	$5,730,071	437,410	-27.0%	Shares	Defined	2020-11-13
2020-06-30	$8,559,075	599,375	+17.4%	Shares	Defined	2020-08-24
2020-03-31	$6,106,596	510,585	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.