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5%+ stakes · Schedule 13D and 13G

Jack In The Box Inc: 5%+ holders

Who has reported owning 5% or more of Jack In The Box Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more6
Filings17
Latest filing2026-09-21
Stated intents1

Jack In The Box Inc has 17 Schedule 13D or 13G filings on record since 2025-07-10. 6 holders' latest filing reports 5% or more of common stock, $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Stated intent

Intent stated in Item 4 Biglari Holdings Inc.

Item 4 is hereby amended to add the following: On October 31, 2025, the Reporting Persons delivered a letter to the Issuer nominating Sardar Biglari and Douglas Thompson for election to the Board at the 2026 annual meeting of shareholders of the Issuer (the "Annual Meeting").From Item 4 of the SCHEDULE 13D/A filed 2025-11-03

Holders

HolderPercentSharesLatestEvent date
Biglari Holdings Inc.9.98%200,617SCHEDULE 13D/A, 2026-01-142026-01-12
Callodine Capital Management, LP8.58%1,619,932SCHEDULE 13G, 2025-08-142025-06-30
Nantahala Capital Management, LLC8.1%1,542,715SCHEDULE 13G, 2026-05-152026-03-31
GreenWood Investors LLC7.1%1,352,490SCHEDULE 13D/A, 2026-09-212026-09-17
BlackRock, Inc.7%1,317,608SCHEDULE 13G/A, 2025-10-022025-09-30
Green Frog Investments Inc5%945,000SCHEDULE 13G, 2025-08-132025-08-11
Lsv Asset Management4.5%842,421SCHEDULE 13G/A, 2025-08-122025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Capital World Investors0%0SCHEDULE 13G/A, 2025-11-132025-09-30

Purpose of Transaction (Item 4)

Biglari Holdings Inc.

Item 4 is hereby amended to add the following: The Reporting Persons have withdrawn their nomination of Douglas Thompson as a nominee at the Annual Meeting due to his appointment as Chief Operations Officer of CAVA. The Reporting Persons intend to continue to engage in discussions with the Issuer regarding the composition of the Board, including with respect to an alternate, qualified candidate proposed by the Reporting Persons, and, depending on the outcome thereof, may determine to engage in a withhold campaign against one or more directors of the Issuer at the Annual Meeting.Item 4 of the SCHEDULE 13D/A filed 2026-01-14

GreenWood Investors LLC

Item 4 is hereby amended and supplemented as follows: On September 17, 2026, the Issuer and GreenWood entered into a first amendment to the Cooperation Agreement (the "First Amendment"), which, among other things, extended the term of the Cooperation Agreement for an additional one-year period. Pursuant to the First Amendment, in the event the Board seeks to add a new director, the Issuer has agreed to consult with GreenWood in good faith regarding such prospective director prior to his or her appointment or nomination. Further, the Issuer is required to use its best efforts to hold an investor event no later than June 30, 2027 (the "Investor Day"), and shall consult with GreenWood regarding the scheduling, agenda and materials used in connection with such Investor Day. The foregoing summary of the First Amendment is not complete and is qualified in its entirety by the full text of the First Amendment, which is included as Exhibit 99.3 hereto and is incorporated herein by reference.Item 4 of the SCHEDULE 13D/A filed 2026-09-21

Timeline

FiledHolderPercentFiling
2025-07-10Biglari Holdings Inc.9.98%SCHEDULE 13D
2025-07-17BlackRock, Inc.14.5%SCHEDULE 13G/A
2025-07-29The Vanguard Group8.49%SCHEDULE 13G/A
2025-08-12Lsv Asset Management4.5%SCHEDULE 13G/A
2025-08-13Green Frog Investments Inc5%SCHEDULE 13G
2025-08-14Callodine Capital Management, LP8.58%SCHEDULE 13G
2025-10-02BlackRock, Inc.7%SCHEDULE 13G/A
2025-10-30The Vanguard Group6%SCHEDULE 13G/A
2025-11-03Biglari Holdings Inc. intent stated9.98%SCHEDULE 13D/A
2025-11-13Capital World Investors0%SCHEDULE 13G/A
2025-11-18GreenWood Investors LLC6.1%SCHEDULE 13D
2025-12-29Biglari Holdings Inc.9.98%SCHEDULE 13D/A
2026-01-14Biglari Holdings Inc.9.98%SCHEDULE 13D/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15Nantahala Capital Management, LLC8.1%SCHEDULE 13G
2026-06-15GreenWood Investors LLC7.1%SCHEDULE 13D/A
2026-09-21GreenWood Investors LLC7.1%SCHEDULE 13D/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/jack-in-the-box
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Jack In The Box Inc 5%+ holders: 6 at 5% or more, largest Biglari Holdings Inc. 9.98%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/jack-in-the-box