12 West Capital Management LP: KURA SUSHI USA INC (KRUS): Quarterly 13F Position History
As of Q1 2026, 12 West Capital Management LP reported 446,415 shares of KURA SUSHI USA INC (KRUS), worth $31.2M and representing 5.3% of its 13F equity book. Quarter-over-quarter share count change: 95,000 (-17.5%) . The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.
- 446,415Shares Held (Latest Filing)
- $31.2MReported Market Value (Latest Filing)
- 5.3%Portfolio Weight (% of 13F Equity Book)
- 95,000Quarter-over-Quarter Share Change
- +$2.8MQuarter-over-Quarter Value Change
- 556,415Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 446,415 | 95,000 | -17.5% | $31.2M | 5.3% | $69.8 |
| Q4 2025 | 541,415 | 15,000 | -2.7% | $28.3M | 3.4% | $52.3 |
| Q3 2025 | 556,415 | 0 | — | $33.1M | 3.4% | $59.4 |
| Q2 2025 | 556,415 | 0 | — | $47.9M | 5.1% | $86.1 |
| Q1 2025 | 556,415 | 0 | — | $28.5M | 4.2% | $51.2 |
| Q4 2024 | 556,415 | +63,000 | +12.8% | $50.4M | 5.3% | $90.6 |
| Q3 2024 | 493,415 | +30,000 | +6.5% | $39.7M | 4.1% | $80.6 |
| Q2 2024 | 463,415 | 0 | — | $29.2M | 3.0% | $63.1 |
| Q1 2024 | 463,415 | 0 | — | $53.4M | 4.9% | $115.2 |
| Q4 2023 | 463,415 | 0 | — | $35.2M | 3.3% | $76.0 |
| Q3 2023 | 463,415 | 0 | — | $30.6M | 2.8% | $66.1 |
| Q2 2023 | 463,415 | +448,415 | +2989.4% | $43.1M | 3.7% | $93.0 |
| Q1 2023 | 15,000 | — | — | $987.6K | 0.1% | $65.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did 12 West Capital Management LP first disclose a KRUS position in 13F-HR filings?
12 West Capital Management LP first reported KURA SUSHI USA INC (KRUS) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.
What was 12 West Capital Management LP's most recent quarter-over-quarter share-count change in KRUS?
Between Q4 2025 and Q1 2026, 12 West Capital Management LP reduced its KRUS position by 95,000 shares (-17.5%), leaving 446,415 shares at a market value of $31.2M.
Does the implied price-per-share represent 12 West Capital Management LP's cost basis in KRUS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.