BEACON INVESTMENT ADVISORS LLC

Position in CBRL — Cracker Barrel Old Country Store, Inc

CIK 1961635 Gaithersburg, MD

Position in CBRL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,161,300

+$547,659 QoQ

Shares Held

21,788

-0.2% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#87

of 272 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $4,316,231 across 3 Restaurants names. CBRL ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	10,347	$2,131,585
2	CBRL	Cracker Barrel Old Country Store, Inc This page	21,788	$1,161,300
3	TXRH	Texas Roadhouse, Inc.	5,296	$1,023,346

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,161,300	21,788	-0.2%	Shares	Sole	2026-08-13
2026-03-31	$613,641	21,830	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$556,387	21,905	+6.5%	Shares	Sole	2026-02-17
2025-09-30	$905,873	20,560	+4.5%	Shares	Sole	2025-11-14
2025-06-30	$1,201,687	19,674	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$761,764	19,623	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$1,024,849	19,388	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$897,975	19,801	+3.0%	Shares	Sole	2024-11-14
2024-06-30	$810,146	19,216	+83.5%	Shares	Sole	2024-08-14
2024-03-31	$761,555	10,471	+19.7%	Shares	Sole	2024-05-13
2023-12-31	$674,141	8,746	+8.8%	Shares	Sole	2024-02-13
2023-09-30	$540,288	8,040	-53.9%	Shares	Sole	2023-11-07
2023-06-30	$1,623,475	17,423	+315.5%	Shares	Sole	2023-08-03
2023-03-31	$476,324	4,193	+2.8%	Shares	Sole	2023-05-12
2022-12-31	$386,539	4,080	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.