Position in SHAK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,925,897
+$10,601,723 QoQ
Shares Held
236,531
+86.0% QoQ
Ownership
0.553%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99.25168371164878.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7483162883512098.ToString("F0")%
Common Shares in SHAK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,169,696,436 across 20 Restaurants names. SHAK ranks #9 (1.8% 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.
|
5,854,091 | $30,382,731 | |
| 8 | BJRI |
BJs RESTAURANTS INC
|
812,074 | $28,503,797 |
All Filings in SHAK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,925,897 | 236,531 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,324,174 | 127,192 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,581,544 | 102,356 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $26,345,768 | 187,381 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $16,250,877 | 184,313 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,465,176 | 157,667 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,871,734 | 144,092 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,888,310 | 98,759 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $10,190,154 | 97,954 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $7,323,870 | 98,811 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $6,005,598 | 103,420 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,213,449 | 105,680 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,937,152 | 106,995 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,405,750 | 106,086 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,021,116 | 111,630 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,402,809 | 111,520 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,624,626 | 112,292 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $8,557,597 | 118,592 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,054,914 | 77,172 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,640,157 | 71,390 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,781,649 | 60,137 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,342,749 | 63,019 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,205,385 | 65,220 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $2,368,373 | 62,755 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||