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BANK OF MONTREAL /CAN/

Bank

Position in CBRL — Cracker Barrel Old Country Store, Inc

CIK 927971 TORONTO, A6

Position in CBRL

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$2,869,439
+$266,474 QoQ
Shares Held
102,079
-0.4% QoQ
Ownership
0.457%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 99.89224032367088.ToString("F0")% Shared 0.ToString("F0")% None 0.10775967632911765.ToString("F0")%

Common Shares in CBRL Over Time

Shares Held

Position Value (USD)

Derivatives in CBRL

reported options exposure · as of Sep 30, 2022
CallValue
$0
CallShares
0
PutValue
$1,509,054
PutShares
16,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Restaurants

Consumer Cyclical · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $1,398,094,164 across 19 Restaurants names. CBRL ranks #9 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CBRL

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,869,439 102,079
2025-12-31 $2,602,965 102,479
2025-09-30 $8,936,688 202,830
2025-06-30 $413,999 6,778
2024-12-31 $150,279 2,843
2024-09-30 $135,413 2,986
2024-06-30 $132,382 3,140
2024-03-31 $215,862 2,968
2023-12-31 $251,896 3,268
2023-09-30 $180,028 2,679
2023-06-30 $232,204 2,492
2023-03-31 $399,303 3,515
2022-12-31 $302,030 3,188
2022-09-30 $503,819 5,442
2022-09-30 $1,509,054 16,300
2022-06-30 $200,876 2,406
2022-03-31 $672,129 5,661
2021-12-31 $680,246 5,288
2021-09-30 $340,928 2,438
2021-06-30 $319,483 2,152
2021-03-31 $403,327 2,333
2020-12-31 $672,921 5,101
2020-09-30 $285,042 2,486
2020-06-30 $390,733 3,523
2020-03-31 $308,577 3,708