Jim Simons
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Jim Simons’s CAVA Group CAVA Stock Holding History

Jim Simons’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-320,250
Closed -$19.3M – 3278
2025
Q3 		$19.3M Sell
320,250
-765,706
-71% -$58M 0.03% 737
2025
Q2 		$91.5M Buy
1,085,956
+167,706
+18% +$14.3M 0.12% 177
2025
Q1 		$79.3M Sell
918,250
-649,000
-41% -$70.4M 0.12% 202
2024
Q4 		$177M Sell
1,567,250
-235,765
-13% -$31.4M 0.26% 61
2024
Q3 		$223M Buy
1,803,015
+910,615
+102% +$92.6M 0.34% 45
2024
Q2 		$82.8M Buy
892,400
+451,800
+103% +$34.9M 0.14% 152
2024
Q1 		$30.9M Buy
+440,600
New +$23.6M 0.05% 459

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's CAVA Position: Q4 2025 in Review

Jim Simons sold out of CAVA Group (CAVA) in Q4 2025, closing a stake of 320,250 shares — an estimated $19.3M sold.

Jim Simons first reported a position in CAVA in Q1 2024 and held it in 7 quarters. The position peaked at $223M in Q3 2024. 482 funds tracked by Wall St. Rank hold CAVA as of Q4 2025.

  • Jim Simons reported no remaining CAVA Group position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 320,250 CAVA Group shares in Q4 2025, an estimated $19.3M.
  • Jim Simons first reported a position in CAVA Group in Q1 2024 and held it in 7 quarters.
  • Jim Simons's CAVA Group position peaked at $223M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held CAVA Group as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.