3Chopt Investment Partners, LLC SHAK β€” SHAKE SHACK INC

Ownership history in 3Chopt Investment Partners, LLC  Β·  2 quarters on record

AI Ownership Summary

3Chopt Investment Partners, LLC reported SHAKE SHACK INC (SHAK) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows SHAK at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHAK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3Chopt Investment Partners, LLC's position in SHAKE SHACK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SHAK was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 3Chopt Investment Partners, LLC held SHAK β€” position size vs. price
% of Fund (quarterly)    SHAK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 2,155 +7 +0.3% 0.05% $202K 2025-10-20 $92.60
2025 Q2 INITIATED β€” β€” β€” 2,148 β€” β€” 0.07% $302K 2025-07-24 $133.72

FAQ About 3Chopt Investment Partners, LLC and SHAK

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3Chopt Investment Partners, LLC reported owning SHAK?

3Chopt Investment Partners, LLC reported SHAK across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported SHAK position in 3Chopt Investment Partners, LLC's portfolio?

The largest reported portfolio weight for SHAK was 0.07% in 2025 Q2.

What is the latest reported SHAK position on this page?

The most recent filing on this page is 2025 Q3, when 3Chopt Investment Partners, LLC reported 2,155 shares, equal to 0.05% of portfolio, with an estimated market value of $202K.

What does the chart on this SHAK ownership page compare?

The chart compares 3Chopt Investment Partners, LLC's quarterly SHAK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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