Cracker Barrel Old Country (CBRL) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

CBRL ranks #2264 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CBRL is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

CBRL is a top-conviction position for Simcoe Capital LLC — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CBRL belongs to BlackRock, Inc., but the position matters far more to Simcoe Capital LLC, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Wedge Capital Management L L P/nc has added to its CBRL position for two straight quarters, increasing it by $397.8K to reach $2.7M today.

Bank & Trust Co has trimmed its CBRL position for two straight quarters, cutting it by $18.4K while still holding $21.5K.

CBRL is up 2.7% today, and institutions have been net buyers of $261.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CBRL posted net income of $31.7M over the trailing twelve months, and currently trades at a P/E of 49.1.

• Profitable — net income of $31.7M over the trailing twelve months
• Revenue declined 5.5% year over year
• Net income declined year over year, from $57.8M to $31.7M
• Generated $206.2M in positive operating cash flow
• Current ratio of 0.58x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting