SEC 13F Intelligence

12 West Capital Management LP / SHAK

12 West Capital Management LP’s Shake Shack Inc Position

Does 12 West Capital Management LP own Shake Shack Inc (SHAK)? Yes — 1.24M shares worth $110M (+18.57% of its 13F portfolio) as of Q1 2026, down from 1.96M shares the prior filed quarter.

Position Value
$110M
Q1 2026
Shares
1.24M
% of Portfolio
+18.57%
Quarters Held
30
currently held

Position History SHAK

Reported value by quarter
Q4 ’18: $118MQ4 ’18Q1 ’19: $154MQ2 ’19: $188MQ3 ’19: $255MQ4 ’19: $155MQ4 ’19Q1 ’20: $106MQ2 ’20: $148MQ3 ’20: $181MQ4 ’20: $238MQ4 ’20Q1 ’21: $253MQ2 ’21: $232MQ3 ’21: $162MQ4 ’21: $129MQ4 ’21Q1 ’22: $121MQ2 ’22: $70MQ3 ’22: $76MQ4 ’22: $64MQ4 ’22Q1 ’23: $75MQ2 ’23: $71MQ3 ’23: $96MQ4 ’23: $146MQ4 ’23Q1 ’24: $187MQ2 ’24: $161MQ3 ’24: $185MQ4 ’24: $229MQ4 ’24Q1 ’25: $143MQ2 ’25: $217MQ3 ’25: $164MQ4 ’25: $159MQ4 ’25Q1 ’26: $110Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.24M$110M+18.57%
Q4 20251.96M$159M+18.98%
Q3 20251.75M$164M+17.03%
Q2 20251.54M$217M+22.95%
Q1 20251.62M$143M+21.06%
Q4 20241.76M$229M+23.99%
Q3 20241.79M$185M+18.93%
Q2 20241.79M$161M+16.59%
Q1 20241.79M$187M+16.82%
Q4 20231.96M$146M+12.96%
Q3 20231.66M$96M+8.73%
Q2 2023910.8K$71M+6.08%
Q1 20231.35M$75M+6.44%
Q4 20221.55M$64M+6.51%
Q3 20221.69M$76M+6.71%
Q2 20221.78M$70M+5.98%
Q1 20221.78M$121M+7.34%
Q4 20211.79M$129M+5.74%
Q3 20212.06M$162M+7.37%
Q2 20212.16M$232M+9.71%
Q1 20212.25M$253M+12.07%
Q4 20202.80M$238M+10.21%
Q3 20202.80M$181M+8.79%
Q2 20202.80M$148M+7.67%
Q1 20202.80M$106M+6.30%
Q4 20192.60M$155M+9.76%
Q3 20192.60M$255M+16.40%
Q2 20192.60M$188M+14.11%
Q1 20192.60M$154M+12.54%
Q4 20182.60M$118M+12.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of SHAK.