Position in WEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$804
-$127 QoQ
Shares Held
97
-27.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 402 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Horizon Investments, LLC holds $36,328,428 across 15 Restaurants names. WEN ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
72,369 | $19,562,064 | |
| 2 | SBUX |
Starbucks Corp
|
41,936 | $4,285,439 | |
| 3 | YUM |
Yum Brands Inc
|
25,997 | $4,155,880 | |
| 4 | DRI |
Darden Restaurants Inc
|
14,525 | $2,992,295 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
60,274 | $2,049,316 | |
| 6 | DPZ |
Dominos Pizza Inc
|
5,256 | $1,555,986 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
17,151 | $1,041,751 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,858 | $359,021 |
All Filings in WEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804 | 97 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $931 | 134 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $633 | 76 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||