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 1 fund letter reports a position in it — most recently Baron Small Cap Fund in June 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in The Cheesecake Factory Incorporated on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- 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 ).”
Read the letterThe Cheesecake Factory Incorporated
Read the letters behind these The Cheesecake Factory Incorporated positions
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