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Caption Management, LLC

Position in WEN — Wendy's Co

CIK 1706766 OKLAHOMA CITY, OK

Position in WEN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$0
-$2,795,561 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
11 quarters on record

Common Shares in WEN Over Time

Shares Held

Position Value (USD)

Derivatives in WEN

reported options exposure · as of Jun 30, 2026
CallValue
$2,072,500
CallShares
250,000
PutValue
$21,136,184
PutShares
2,549,600

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 Jun 30, 2026

Caption Management, LLC holds $21,877,304 across 10 Restaurants names.

# Ticker Company Shares Value (USD) Open

All Filings in WEN

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,136,184 2,549,600
2026-06-30 $2,072,500 250,000
2026-03-31 $17,375,000 2,500,000
2026-03-31 $2,795,561 402,239
2025-09-30 $210,570 22,988
2025-09-30 $916,000 100,000
2025-06-30 $228,400 20,000
2025-06-30 $1,142,000 100,000
2024-06-30 $84,800 5,000
2023-12-31 $42,875 2,201
2023-09-30 $44,922 2,201
2021-06-30 $538,660 23,000
2021-03-31 $2,735,100 135,000
2020-12-31 $2,959,200 135,000
2020-09-30 $1,672,500 75,000
2020-09-30 $3,177,750 142,500