What smart money is saying about The Cheesecake Factory Incorporated
CAKE
No fund has written a full thesis on The Cheesecake Factory Incorporated in our archive, but 2 fund letters report a position in it — most recently Baron Small Cap Fund in June 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Every position in The Cheesecake Factory Incorporated on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
Fund activity · 2 positions · 2 moves
- TrimmedBaron Small Cap FundJune 2026
“During the quarter, our largest sales were trims of some of our largest and best performing stocks ( Vertiv Holdings Co , Legence Corp. , The Cheesecake Factory Incorporated , and Cognex Corporation ).”
The Cheesecake Factory Incorporated - TrimmedBaron Small Cap StrategyJune 2026
“Top net sales for the quarter Net Amount Sold ($M) Vertiv Holdings Co 65.0 Legence Corp. 54.3 The Cheesecake Factory Incorporated 34.5 Cognex Corporation 32.1 Gartner, Inc. 19.9 During the quarter, our largest sales were trims of some of our largest and best performing stocks (Vertiv Holdings Co, Legence Corp., The Cheesecake Factory Incorporated, and Cognex Corporation).”
The Cheesecake Factory Incorporated
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