CAKE fund manager activity
CHEESECAKE FACTORY INC/THE · US. Reported by 10 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 450,000 | $35,793,000 | 0.05% | Aug 14, 2026 |
| First Eagle Investment Management | Trimmed | 133,591 | $10,625,828 | 0.02% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 468,472 | $37,262,262 | 0.01% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 7,984 | $635,047 | 0.00% | Aug 14, 2026 |
| Polen Capital Management | Added | 33,297 | $2,648,443 | 0.02% | Aug 4, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,000,037 | $54,752,026 | 0.17% | May 15, 2026 |
| First Eagle Investment Management | Added | 147,591 | $8,080,607 | 0.01% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 491,530 | $26,911,296 | 0.01% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 14,768 | $808,548 | 0.00% | May 15, 2026 |
| Polen Capital Management | New | 24,822 | $1,359,005 | 0.01% | May 14, 2026 |
Older quarters