CAKE fund manager activity
CHEESECAKE FACTORY INC/THE · US. Reported by 10 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | No change | 1,250,037 | $63,101,868 | 0.17% | Feb 17, 2026 |
| First Eagle Investment Management | Added | 131,591 | $6,642,714 | 0.01% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 503,184 | $25,400,728 | 0.01% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 5,639 | $284,657 | 0.00% | Feb 17, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Feb 13, 2026 |
| Polen Capital Management | Sold out | — | — | 0.00% | Feb 12, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,250,037 | $68,302,022 | 0.18% | Nov 14, 2025 |
| First Eagle Investment Management | Trimmed | 94,791 | $5,179,380 | 0.01% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 469,225 | $25,638,453 | 0.01% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | New | 20,233 | $1,105,531 | 0.00% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Added | 90,552 | $4,947,761 | 0.07% | Nov 14, 2025 |
| Polen Capital Management | Trimmed | 14,226 | $777,309 | 0.00% | Nov 12, 2025 |
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