Position in SHAK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,875,275
-$22,494 QoQ
Shares Held
32,500
-9.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHAK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Jefferies Financial Group Inc. holds $24,950,773 across 15 Restaurants names. SHAK ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
153,937 | $4,927,523 | |
| 2 | SBUX |
Starbucks Corp
|
41,576 | $3,724,793 | |
| 3 | SHAK |
Shake Shack Inc.
This page
|
32,500 | $2,875,275 | |
| 4 | BRCB |
Black Rock Coffee Bar, Inc.
|
210,909 | $2,724,944 | |
| 5 | MCD |
Mcdonalds Corp
|
7,541 | $2,343,667 | |
| 6 | CAVA |
Cava Group, Inc.
|
23,618 | $1,910,696 | |
| 7 | CAKE |
Cheesecake Factory Inc
|
34,788 | $1,904,643 | |
| 8 | PZZA |
Papa Johns International Inc
|
35,330 | $1,145,045 |
All Filings in SHAK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,875,275 | 32,500 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,897,769 | 35,700 | Shares | Defined | 2026-02-09 | |
| 2024-12-31 | $2,832,106 | 21,819 | Shares | Defined | 2025-02-27 | |
| 2024-03-31 | $498,095 | 4,788 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $425,905 | 5,480 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||