5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Shake Shack SHAK

	Holder			Kind
05/15	Wellington Management Group05/15	4.3%1,718,844 sh	−3.1pp	13G passiveAmendment
04/30	Vanguard Capital Management04/30	5.05%2,033,412 sh	First report	13G passive
04/29	Vanguard Portfolio Management04/29	5.79%2,334,032 sh	First report	13G passive
02/10	Wellington Management Group02/10	7.4%2,998,240 sh	+1.0pp	13G passiveAmendment
25/11/12	Wellington Management Group25/11/12	6.4%2,591,080 sh	+1.5pp	13G passive
25/08/12	Wellington Management Group25/08/12	4.9%1,952,613 sh	−1.7pp	13G passiveAmendment
25/05/12	Wellington Management Group25/05/12	6.6%2,625,559 sh	First report	13G passive