What smart money is saying about Texas Roadhouse Inc
3 funds in our archive have pitched Texas Roadhouse Inc, most recently Artisan Global Discovery Strategy in December 2025.
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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Position history
Between Q2 2025 and Q2 2026, 4 fund letters reported a position in Texas Roadhouse Inc, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions
- 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.”
Texas Roadhouse Inc - 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.”
Texas Roadhouse Inc - September 2025
“Texas Roadhouse, Inc (TXRH) continues to deliver top-tier customer satisfaction, wage transparency, and steady unit growth.”
Texas Roadhouse Inc - June 2025
“Texas Roadhouse, Inc. 1.7”
Texas Roadhouse Inc
Also mentioned · 2
These funds discuss Texas Roadhouse Inc as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedBaron SMID Cap ETFSeptember 2026
“We exited our position in Wynn Resorts, Limited, an operator of hotel and casino resorts, in order to initiate a new position in Texas Roadhouse, Inc., a casual dining restaurant operator.”
Texas Roadhouse Inc - September 2025
“We were hurt by some of our broader hedges in the quarter including SPDR S&P Homebuilders ETF, the Industrial Select ETF short and the Invesco QQQ Trust Series, and we benefited from several individual company shorts including Duolingo, Fidelity National Information Services, Texas Roadhouse, and former long Lululemon.”
Texas Roadhouse Inc
Fund coverage · 3 theses
- Artisan Global Discovery StrategyDecember 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 EndowmentSeptember 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 FundJune 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.
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