13FPulse
CB

CBRL CRACKER BARREL OLD COUNTRY

2026Q2 · CUSIP 22410J106 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
268
Institutions that reported holding it to the SEC
Net increase in holders
+27
Last quarter 241 → now 268
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

268 funds held CBRL at the end of 2026Q2, up 27 from the quarter before. That is stronger buying than 87.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.3B(YoY -4.9%), the P/E is 47.7x, return on equity is 5.6%. CBRL has had 13 buying rushes in its history, and the price moved +2.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=207 2013Q4: holders=201 2014Q1: holders=197 2014Q2: holders=201 2014Q3: holders=206 2014Q4: holders=247 2015Q1: holders=286 2015Q2: holders=302 2015Q3: holders=299 2015Q4: holders=283 2016Q1: holders=298 2016Q2: holders=315 2016Q3: holders=307 2016Q4: holders=334 2017Q1: holders=311 2017Q2: holders=319 2017Q3: holders=308 2017Q4: holders=340 2018Q1: holders=356 2018Q2: holders=348 2018Q3: holders=340 2018Q4: holders=366 2019Q1: holders=373 2019Q2: holders=381 2019Q3: holders=383 2019Q4: holders=380 2020Q1: holders=316 2020Q2: holders=302 2020Q3: holders=308 2020Q4: holders=334 2021Q1: holders=328 2021Q2: holders=347 2021Q3: holders=302 2021Q4: holders=321 2022Q1: holders=315 2022Q2: holders=306 2022Q3: holders=325 2022Q4: holders=331 2023Q1: holders=319 2023Q2: holders=308 2023Q3: holders=290 2023Q4: holders=300 2024Q1: holders=295 2024Q2: holders=278 2024Q3: holders=260 2024Q4: holders=255 2025Q1: holders=261 2025Q2: holders=272 2025Q3: holders=250 2025Q4: holders=232 2026Q1: holders=241 2026Q2: holders=268 -64 -32 +0 +32 +64 177290403 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2022Q3 Top 10% -3.4% -1.1%
2021Q2 Top 20% +6.0% +1.1%
2019Q2 Top 20% -1.5% +0.5%
2018Q4 Top 10% -2.2% -0.1%
2018Q1 Top 20% -1.8% +12.3%
2017Q4 Top 20% -9.6% -8.9%
2016Q4 Top 20% -4.8% -6.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
129
Change in large funds
+18
Total value they hold
$1.2B
Funds buying for the first time
67
Funds that sold out entirely
40
Price change that quarter
+87.8%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
47.7
EPS (TTM)
$1.15
EPS YoY
-55.3%
Revenue (TTM)
$3.3B
Revenue YoY
-4.9%
Net margin
0.8%
ROE
5.6%
Debt ratio
77.7%
FCF (TTM)
$59M
Dividend (TTM)
$1.00
Quarterly Revenue & EPS
2022-07-29: EPS 1.47 2022-10-28: EPS 0.77 2023-01-27: EPS 1.37 2023-04-28: EPS 0.63 2023-07-28: EPS 1.68 2023-10-27: EPS 0.25 2024-01-26: EPS 1.19 2024-04-26: EPS -0.41 2024-08-02: EPS 0.80 2024-11-01: EPS 0.22 2025-01-31: EPS 0.99 2025-05-02: EPS 0.56 2025-08-01: EPS 0.29 2025-10-31: EPS -1.10 2026-01-30: EPS 0.06 2026-05-01: EPS 1.90 0M 475M 949M $M -1.21 0.44 2.09 2016201720182019202020212022202320242025202605/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 13 26 40 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-140M-16M109M 20162017201820192020202120222023202420252026
Latest quarter $67M (2026-05-01)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-05-01 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.