Position in WEN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$638
-$13,066 QoQ
Shares Held
77
-93.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#370
of 400 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LRI Investments, LLC holds $1,882,435 across 18 Restaurants names. WEN ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,230 | $1,413,720 | |
| 2 | YUM |
Yum Brands Inc
|
912 | $145,792 | |
| 3 | SBUX |
Starbucks Corp
|
950 | $97,080 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
1,862 | $76,099 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
304 | $58,741 | |
| 6 | DRI |
Darden Restaurants Inc
|
108 | $22,249 | |
| 7 | BROS |
Dutch Bros Inc.
|
292 | $20,968 | |
| 8 | NATH |
Nathans Famous, Inc.
|
200 | $20,320 |
All Filings in WEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638 | 77 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $13,704 | 1,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $18,404 | 1,258 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,505 | 1,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,040 | 1,258 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $21,335 | 1,258 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $23,700 | 1,258 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||