Position in SG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$30,382,731
+$251,154 QoQ
Shares Held
5,854,091
+31.3% QoQ
Ownership
4.93%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SG Over Time
Shares Held
Position Value (USD)
Derivatives in SG
reported options exposure · as of Dec 31, 2025CallValue
$57,520
CallShares
8,509
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,169,696,436 across 20 Restaurants names. SG ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,940,554 | $603,104,777 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
1,196,320 | $197,560,283 | |
| 3 | DRI |
Darden Restaurants Inc
|
492,067 | $96,464,814 | |
| 4 | YUM |
Yum Brands Inc
|
430,829 | $66,985,292 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
3,574,318 | $37,458,852 | |
| 6 | EAT |
Brinker International, Inc
|
256,336 | $36,597,090 | |
| 7 | SG |
Sweetgreen, Inc.
This page
|
5,854,091 | $30,382,731 | |
| 8 | BJRI |
BJs RESTAURANTS INC
|
812,074 | $28,503,797 |
All Filings in SG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,382,732 | 5,854,091 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 | $30,382,731 | 5,854,091 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $57,520 | 8,509 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $30,131,577 | 4,457,334 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,911,460 | 1,367,351 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,312,557 | 424,231 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $10,622,190 | 424,548 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,620,025 | 892,702 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $66,051,892 | 1,863,241 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $63,545,699 | 2,108,351 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $67,518,944 | 2,672,959 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $36,912,929 | 3,266,631 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $35,648,701 | 3,033,932 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,222,458 | 2,981,471 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $20,974,665 | 2,675,340 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,966,896 | 1,746,429 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $35,878,104 | 1,939,357 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $23,551,523 | 2,021,590 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $65,310,943 | 2,041,605 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $66,772,128 | 2,086,629 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||