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BAMCO INC /NY/

Position in CAKE — Cheesecake Factory Inc

CIK 1017918 NEW YORK, NY

Position in CAKE

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$54,752,025
-$8,349,842 QoQ
Shares Held
1,000,037
-20.0% QoQ
Ownership
2.01%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in CAKE Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Mar 31, 2026

BAMCO INC /NY/ holds $139,559,971 across 4 Restaurants names. CAKE ranks #1 (39.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAKE
Cheesecake Factory Inc
This page
1,000,037 $54,752,025

All Filings in CAKE

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $54,752,025 1,000,037
2025-12-31 $63,101,867 1,250,037
2025-09-30 $68,302,021 1,250,037
2025-06-30 $93,990,000 1,500,000
2025-03-31 $87,588,000 1,800,000
2024-12-31 $94,880,000 2,000,000
2024-09-30 $81,100,000 2,000,000
2024-06-30 $86,438,000 2,200,000
2024-03-31 $79,530,000 2,200,000
2023-12-31 $77,022,000 2,200,000
2023-09-30 $66,660,000 2,200,000
2023-06-30 $83,505,755 2,414,857
2023-03-31 $90,678,380 2,587,115
2022-12-31 $88,998,459 2,806,637
2022-09-30 $88,243,566 3,013,783
2022-06-30 $64,772,460 2,451,645
2022-03-31 $81,634,954 2,051,645
2021-12-31 $79,653,924 2,034,583
2021-09-30 $74,253,420 1,579,860
2021-06-30 $65,016,000 1,200,000
2021-03-31 $70,212,000 1,200,000
2020-12-31 $70,228,700 1,895,000
2020-09-30 $46,187,100 1,665,000
2020-06-30 $38,161,800 1,665,000
2020-03-31 $13,664,000 800,000