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 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,500,000 | $93,990,000 | 0.25% | Aug 14, 2025 |
| First Eagle Investment Management | Trimmed | 124,058 | $7,773,474 | 0.02% | Aug 6, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 348,506 | $21,837,409 | 0.01% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Sold out | — | — | 0.00% | Aug 14, 2025 |
| Lee Ainslie - Maverick Capital | Added | 60,891 | $3,815,430 | 0.06% | Aug 14, 2025 |
| Polen Capital Management | New | 15,904 | $996,545 | 0.00% | Aug 13, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Trimmed | 1,800,000 | $87,588,000 | 0.26% | May 15, 2025 |
| First Eagle Investment Management | Trimmed | 207,418 | $10,092,960 | 0.02% | May 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 288,428 | $14,034,927 | 0.01% | May 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | New | 11,023 | $536,379 | 0.00% | May 15, 2025 |
| Lee Ainslie - Maverick Capital | Added | 27,894 | $1,357,322 | 0.02% | May 15, 2025 |
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