Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
CAKE —
CHEESECAKE FACTORY INC
CUSIP: 163072101 · Held by 2 superinvestors · Combined value: $30,930,662
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $24,287,948 | 481,140 | ADD | +31,963 |
| 2 | First Eagle Investment Mgmt | 0.0% | $6,642,714 | 131,591 | ADD | +36,800 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | ADD | +36,800 | +38.8% |
| Ken Griffin | ADD | +31,963 | +7.1% |
| Lee Ainslie | SOLD | -90,552 | Exit |
| Polen Capital | SOLD | -14,226 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +273,477 | +155.6% |
| Lee Ainslie | ADD | +29,661 | +48.7% |
| First Eagle Investment Mgmt | REDUCE | -29,267 | -23.6% |
| Polen Capital | REDUCE | -1,678 | -10.6% |
Who Owns CAKE? Superinvestor Holdings
CHEESECAKE FACTORY INC is held by 2 tracked superinvestors, with a combined position value of $31 million . The largest positions are held by Ken Griffin (0.0% of portfolio), First Eagle Investment Mgmt (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions.