LANARK FINANCIAL, INC. FWRG — FIRST WATCH RESTAURANT GROUP

Ownership history in LANARK FINANCIAL, INC.  ·  4 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported FIRST WATCH RESTAURANT GROUP (FWRG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows FWRG at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FWRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in FIRST WATCH RESTAURANT GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FWRG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FWRG stock page LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held FWRG — position size vs. price
% of Fund (quarterly)    FWRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 87,983 +37,821 +75.4% 0.08% $1.1M 2026-07-21 $12.42
2026 Q1 ADDED — — — 50,162 +8,701 +21.0% 0.04% $526K 2026-04-14 $11.56
2025 Q4 ADDED — — — 41,461 +37,622 +980.0% 0.05% $625K 2026-01-29 $16.16
2025 Q3 INITIATED — — — 3,839 — — 0.00% $60K 2025-11-14 (Est.) $16.97

🏢 Other funds also holding FWRG

As of 2026 Q2 — sorted by position size

Avory & Company, LLC 3Y 3.68% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.49% HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3Y 7Y 0.25% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.12% SRH ADVISORS, LLC 3Y 7Y 0.07% Accurate Wealth Management, LLC 3Y 0.07% 1620 INVESTMENT ADVISORS, INC. 3Y 0.01% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About LANARK FINANCIAL, INC. and FWRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANARK FINANCIAL, INC. reported owning FWRG?

LANARK FINANCIAL, INC. reported FWRG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported FWRG position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for FWRG was 0.08% in 2026 Q2.

What is the latest reported FWRG position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 87,983 shares, equal to 0.08% of portfolio, with an estimated market value of $1.1M.

What does the chart on this FWRG ownership page compare?

The chart compares LANARK FINANCIAL, INC.'s quarterly FWRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LANARK FINANCIAL, INC. time their FWRG position?

Based on 13F filing dates vs. subsequent FWRG price moves, LANARK FINANCIAL, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FWRG relative to SPY over the holding period was -46.6%.

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