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What smart money is saying about Texas Roadhouse IncUnited States flag

TXRH · Consumer Cyclical · Restaurants · Market cap $12.56B

3 funds in our archive have pitched Texas Roadhouse Inc — most recently Artisan Global Discovery Strategy in December 2025.

Company profile

Texas Roadhouse, Inc., together with its subsidiaries, operates casual dining restaurants in the United States and internationally. The company operates and franchises restaurants under the Texas Roadhouse, Bubba's 33, and Jaggers names. As of December 28, 2021, it operated 566 domestic restaurants and 101 franchise restaurants. Texas Roadhouse, Inc. was founded in 1993 and is based in Louisville, Kentucky.

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Summarize with Warren AI
2
Reported positions
0
Bought
0
Sold
5
Letters

Position history

Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Texas Roadhouse Inc, with no move described.

Fund letters reporting a position in Texas Roadhouse Inc, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000
Q4 20250001
Q3 20250001
Q2 20250001

Fund activity · 2 positions

  • HoldsArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    While consumer discretionary opportunities are not as plentiful, in our view, our selective holdings in franchises such as Viking Holdings, DoorDash and Texas Roadhouse have been performing well.
    Read the letterTexas Roadhouse Inc
  • HoldsArtisan Partners Global Discovery Fund
    June 2026
    While consumer discretionary opportunities are not as plentiful, in our view, our selective holdings in franchises such as Viking Holdings and Texas Roadhouse have been performing well.
    Read the letterTexas Roadhouse Inc

Fund coverage · 3 theses

  • Artisan Global Discovery Strategy
    December 2025

    Texas Roadhouse Inc is a well-run casual dining operator with a defensible brand and long growth runway from unit expansion, throughput, and margin recovery.

    Read the full thesis
  • Cooper Investors Global Endowment
    September 2025

    Texas Roadhouse, Inc maintains customer satisfaction and steady unit growth while compounding intrinsic value through expansion without passing on higher beef prices.

    Read the full thesis
  • Baron Durable Advantage Fund
    June 2025

    Texas Roadhouse, Inc. is a durable compounder in the casual dining sector, gaining market share through high-quality, affordable meals while expecting strong long-term profit growth and shareholder returns.

    Read the full thesis

Read every full thesis on Texas Roadhouse Inc

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