PAM
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Pamalican Asset Management’s First Watch Restaurant Group FWRG Stock Holding History

Pamalican Asset 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
2025
Q1 		– Sell
-48,896
Closed -$910K – 17
2024
Q4 		$910K Buy
+48,896
New +$864K 0.4% 31

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Pamalican Asset Management's FWRG Position: Q1 2025 in Review

Pamalican Asset Management sold out of First Watch Restaurant Group (FWRG) in Q1 2025, closing a stake of 48,896 shares — an estimated $910K sold.

Pamalican Asset Management first reported a position in FWRG in Q4 2024 and held it in 1 quarter. The position peaked at $910K in Q4 2024. 157 funds tracked by Wall St. Rank hold FWRG as of Q1 2025.

  • Pamalican Asset Management reported no remaining First Watch Restaurant Group position as of Q1 2025 after selling out during the quarter.
  • Pamalican Asset Management sold 48,896 First Watch Restaurant Group shares in Q1 2025, an estimated $910K.
  • Pamalican Asset Management first reported a position in First Watch Restaurant Group in Q4 2024 and held it in 1 quarter.
  • Pamalican Asset Management's First Watch Restaurant Group position peaked at $910K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2025.

Based on Pamalican Asset Management's 13F filing for Q1 2025, filed 9 May 2025.