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, 2 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 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 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
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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