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Caption Management, LLC

CIK
1706766
City
OKLAHOMA CITY
State / Country
OK

Top Portfolio Positions

817 positions · $16,086,428,662 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in WEN

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
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