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Penn Capital Management’s BJ's Restaurants BJRI Stock Holding History

Penn Capital Management’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,087
Closed -$369K – 172
2025
Q3 		$369K Buy
+12,087
New +$431K 0.03% 160
2013
Q4 		– Sell
-293,124
Closed -$8.42M – 304
2013
Q3 		$8.42M Sell
293,124
-61,255
-17% -$2.07M 0.35% 117
2013
Q2 		$13.1M Buy
+354,379
New +$12.6M 0.54% 56

Other funds holding BJRI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Penn Capital Management's BJRI Position: Q4 2025 in Review

Penn Capital Management sold out of BJ's Restaurants (BJRI) in Q4 2025, closing a stake of 12,087 shares — an estimated $369K sold.

Penn Capital Management first reported a position in BJRI in Q2 2013 and held it in 3 quarters. The position peaked at $13.1M in Q2 2013. 184 funds tracked by Wall St. Rank hold BJRI as of Q4 2025.

  • Penn Capital Management reported no remaining BJ's Restaurants position as of Q4 2025 after selling out during the quarter.
  • Penn Capital Management sold 12,087 BJ's Restaurants shares in Q4 2025, an estimated $369K.
  • Penn Capital Management first reported a position in BJ's Restaurants in Q2 2013 and held it in 3 quarters.
  • Penn Capital Management's BJ's Restaurants position peaked at $13.1M in Q2 2013.
  • 184 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2025.

Based on Penn Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.