Chuck Royce's FWRG Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 295,168 shares of First Watch Restaurant Group, Inc. (FWRG) worth $3.09 M, representing 0.03% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Chuck Royce has maintained this position in FWRG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 162,168 shares. Largest reduction occurred in Q1 2023, reducing 37,500 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's First Watch Restaurant Group (FWRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Watch Restaurant Group (FWRG) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +162,168 | Add 121.93% | 295,168 | $10.48 |
| Q4 2025 | +133,000 | New Buy | 133,000 | $15.08 |
| Q4 2023 | -16,025 | Sold Out | 0 | $0.00 |
| Q3 2023 | +16,025 | New Buy | 16,025 | $17.29 |
| Q1 2023 | -37,500 | Sold Out | 0 | $0.00 |
| Q4 2022 | -5,500 | Reduce 12.79% | 37,500 | $13.53 |
| Q3 2022 | +4,000 | Add 10.26% | 43,000 | $14.49 |
| Q2 2022 | +39,000 | New Buy | 39,000 | $14.41 |
Chuck Royce's First Watch Restaurant Group Investment FAQs
Chuck Royce first purchased First Watch Restaurant Group, Inc. (FWRG) in Q2 2022, acquiring 39,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held First Watch Restaurant Group, Inc. (FWRG) for 8 quarters since Q2 2022.
Chuck Royce's largest addition to First Watch Restaurant Group, Inc. (FWRG) was in Q1 2026, adding 295,168 shares worth $3.09 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 295,168 shares of First Watch Restaurant Group, Inc. (FWRG), valued at approximately $3.09 M.
As of the Q1 2026 filing, First Watch Restaurant Group, Inc. (FWRG) represents approximately 0.03% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in First Watch Restaurant Group, Inc. (FWRG) was 295,168 shares, as reported at the end of Q1 2026.