Position in WEN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$418,251
-$191,087 QoQ
Shares Held
60,180
+67.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
4 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, 2026Jefferies Financial Group Inc. holds $78,937,824 across 14 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
499,503 | $51,044,211 | |
| 2 | DPZ |
Dominos Pizza Inc
|
19,198 | $5,683,375 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
21,194 | $4,095,316 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
106,153 | $3,609,202 | |
| 5 | DRI |
Darden Restaurants Inc
|
16,750 | $3,450,667 | |
| 6 | KRUS |
Kura Sushi USA, Inc.
|
53,900 | $3,102,484 | |
| 7 | SHAK |
Shake Shack Inc.
|
40,980 | $2,295,699 | |
| 8 | WING |
Wingstop Inc.
|
10,141 | $1,758,550 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $418,251 | 60,180 | Shares | Defined | 2026-05-08 | |
| 2024-06-30 | $609,338 | 35,928 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $599,394 | 31,815 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $346,542 | 15,933 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||