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Mesirow Institutional Investment Management’s First Watch Restaurant Group FWRG Stock Holding History

Mesirow Institutional Investment Management’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$15.5M Buy
+833,188
New +$14.7M 1.19% 28

Other funds holding FWRG

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Mesirow Institutional Investment Management's FWRG Position: Q4 2024 in Review

Mesirow Institutional Investment Management opened a new position in First Watch Restaurant Group (FWRG) in Q4 2024: 833,188 shares worth $15.5M. The stake represents 1.19% of the portfolio and ranks #28 among its holdings.

154 funds tracked by Wall St. Rank hold FWRG as of Q4 2024.

  • Mesirow Institutional Investment Management held 833,188 shares of First Watch Restaurant Group worth $15.5M as of Q4 2024.
  • First Watch Restaurant Group was a new Mesirow Institutional Investment Management position in Q4 2024.
  • First Watch Restaurant Group made up 1.19% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #28 holding.
  • 154 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.