Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  The Cheesecake Factory Inc. (CAKE)
← All CAKE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 14,768 <0.01 Add 161.89% <0.01 $50.52–66.50 · VW $59.19i $808,548 SEC
2025   Q4 5,639 <0.01 Reduce 72.13% <0.01 $43.07–57.56 · VW $49.94i $284,657 SEC
2025   Q3 20,233 <0.01 Buy <0.01 $53.38–69.70 · VW $61.53i $1,105,531 SEC
2025   Q2 0 0.00 Sell 100.00% <0.01 $42.69–62.72 · VW $53.69i SEC
2025   Q1 11,023 <0.01 Buy <0.01 $44.40–57.32 · VW $52.33i $536,379 SEC
2023   Q4 0 0.00 Sell 100.00% <0.01 $28.58–36.42 · VW $31.95i SEC
2023   Q3 11,353 <0.01 Buy <0.01 $28.60–38.19 · VW $33.37i $343,996 SEC
2022   Q3 0 0.00 Sell 100.00% 0.03 $26.05–34.33 · VW $30.10i SEC
2022   Q2 39,276 0.03 Add 20.91% <0.01 $26.12–40.94 · VW $33.19i $1,038,000 SEC
2022   Q1 32,483 0.04 Reduce 14.29% <0.01 $31.43–44.65 · VW $38.56i $1,292,000 SEC
2021   Q4 37,897 0.05 Buy 0.05 $36.42–50.04 · VW $41.35i $1,484,000 SEC
2020   Q2 0 0.00 Sell 100.00% <0.01 $14.63–30.41 · VW $22.34i SEC
2020   Q1 11,093 <0.01 Reduce 70.72% 0.02 $14.52–43.00 · VW $27.28i $189,000 SEC
2019   Q4 37,882 0.03 Reduce 65.11% 0.05 $37.75–45.24 · VW $41.62i $1,472,000 SEC
2019   Q3 108,560 0.08 Add 36.93% 0.02 $35.83–44.78 · VW $41.05i $4,525,000 SEC
2019   Q2 79,281 0.06 Add 402.16% 0.04 $42.59–51.15 · VW $46.35i $3,466,000 SEC
2019   Q1 15,788 0.01 Reduce 30.51% <0.01 $41.88–50.07 · VW $46.44i $772,000 SEC
2018   Q4 22,721 0.02 Buy 0.02 $41.63–53.68 · VW $47.87i $989,000 SEC
2017   Q4 0 0.00 Sell 100.00% 0.17 $40.82–51.07 · VW $46.19i SEC
2017   Q3 268,298 0.17 Add 285.77% 0.12 $38.34–50.91 · VW $43.80i $11,301,000 SEC
2017   Q2 69,549 0.05 Add 30.98% 0.01 $49.56–67.14 · VW $58.29i $3,498,000 SEC
2017   Q1 53,097 0.04 Add 29.15% <0.01 $58.07–63.47 · VW $61.03i $3,364,000 SEC
2016   Q4 41,113 0.03 Reduce 85.50% 0.16 $48.99–64.41 · VW $56.56i $2,462,000 SEC
2016   Q3 283,536 0.19 Add 229.34% 0.13 $47.42–53.25 · VW $51.02i $14,194,000 SEC
2016   Q2 86,091 0.05 Buy 0.05 $46.93–53.60 · VW $50.27i $4,144,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.11 $28.58–33.30 · VW $31.35i SEC
2012   Q1 41,733 0.11 Add 12.30% 0.01 $28.65–32.47 · VW $29.98i $1,227,000 SEC
2011   Q4 37,163 0.14 Add 49.86% 0.05 $23.65–29.78 · VW $27.52i $1,091,000 SEC
2011   Q3 24,799 0.11 Add 27.72% 0.02 $24.30–34.07 · VW $27.76i $611,000 SEC
2011   Q2 19,417 0.09 Reduce 2.83% <0.01 $28.31–32.30 · VW $30.46i $609,000 SEC
2011   Q1 19,982 0.20 Buy 0.20 $27.11–32.25 · VW $29.61i $601,000 SEC
Price snapshot:
Current price$81.95
Avg. buy price$54.71
+/- since buy49.80%
52-week low$42.65
52-week high$84.49