Ruffer LLP

Position in CAKE — Cheesecake Factory Inc

CIK 1426859 London, X0

Position in CAKE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,597,605

-$12,914,724 QoQ

Shares Held

29,180

-89.0% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Consumer Cyclical · as of Mar 31, 2026

Ruffer LLP holds $9,566,119 across 5 Restaurants names. CAKE ranks #4 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EAT	Brinker International, Inc	20,676	$2,951,912
2	DPZ	Dominos Pizza Inc	6,153	$2,207,634
3	DRI	Darden Restaurants Inc	8,978	$1,760,047
4	CAKE	Cheesecake Factory Inc This page	29,180	$1,597,605
5	ARCO	Arcos Dorados Holdings Inc.	127,142	$1,048,921

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,597,605	29,180	-89.0%	Shares	Sole	2026-05-13
2025-09-30	$14,512,329	265,599	-10.8%	Shares	Sole	2025-11-03
2025-06-30	$18,649,433	297,629	-4.9%	Shares	Sole	2025-07-16
2025-03-31	$15,232,818	313,046	+58.0%	Shares	Sole	2025-05-09
2024-12-31	$9,401,611	198,179	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.