John Overdeck’s Cracker Barrel CBRL Stock Holding History

John Overdeck’s Portfolio CBRL Stock Details CBRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,800	Closed	-$304K	–	5083
2026 Q1	$304K	Buy	+10,800	New	+$329K	﹤0.01%	4066
2022 Q1	–	Sell	-14,400	Closed	-$1.85M	–	2876
2021 Q4	$1.85M	Buy	14,400 +6,900	+92%	+$921K	﹤0.01%	1990
2021 Q3	$1.05M	Buy	7,500 +2,900	+63%	+$406K	﹤0.01%	2574
2021 Q2	$683K	Buy	4,600 +2,500	+119%	+$402K	﹤0.01%	2831
2021 Q1	$363K	Sell	2,100 -3,300	-61%	-$502K	﹤0.01%	3188
2020 Q4	$712K	Buy	+5,400	New	+$695K	﹤0.01%	2247
2020 Q1	–	Sell	-30,900	Closed	-$4.75M	–	3158
2019 Q4	$4.75M	Buy	30,900 +17,900	+138%	+$2.82M	0.01%	990
2019 Q3	$2.11M	Buy	13,000 +1,000	+8%	+$168K	0.01%	1387
2019 Q2	$2.05M	Sell	12,000 -4,900	-29%	-$803K	0.01%	1429
2019 Q1	$2.73M	Buy	+16,900	New	+$2.78M	0.01%	1248
2018 Q4	–	Sell	-8,400	Closed	-$1.24M	–	3019
2018 Q3	$1.24M	Sell	8,400 -3,300	-28%	-$494K	﹤0.01%	1825
2018 Q2	$1.83M	Buy	11,700 +5,300	+83%	+$856K	0.01%	1689
2018 Q1	$1.02M	Buy	6,400 +2,400	+60%	+$398K	﹤0.01%	1996
2017 Q4	$636K	Sell	4,000 -58,000	-94%	-$9.1M	﹤0.01%	2271
2017 Q3	$9.4M	Buy	62,000 +49,300	+388%	+$7.54M	0.03%	542
2017 Q2	$2.12M	Buy	+12,700	New	+$2.07M	0.01%	1374
2017 Q1	–	Sell	-2,000	Closed	-$334K	–	2930
2016 Q4	$334K	Buy	+2,000	New	+$302K	﹤0.01%	2704
2016 Q1	–	Sell	-4,000	Closed	-$507K	–	2813
2015 Q4	$507K	Buy	4,000 +1,800	+82%	+$243K	﹤0.01%	1957
2015 Q3	$324K	Buy	+2,200	New	+$329K	﹤0.01%	1752

Other funds holding CBRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

John Overdeck's CBRL Position: Q2 2026 in Review

John Overdeck increased its Cracker Barrel (CBRL) stake by 43% in Q2 2026, buying an estimated $10.3M and bringing the position to 980,280 shares worth $52.2M. The position accounts for 0.04% of the portfolio, ranked #539.

John Overdeck first reported a position in CBRL in Q2 2013 and has held it in 46 quarters since. The position peaked at $63.3M in Q4 2018. 272 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

John Overdeck held 980,280 shares of Cracker Barrel worth $52.2M as of Q2 2026.
John Overdeck bought 296,714 Cracker Barrel shares in Q2 2026, an estimated $10.3M.
Cracker Barrel made up 0.04% of John Overdeck's portfolio in Q2 2026, its #539 holding.
John Overdeck first reported a position in Cracker Barrel in Q2 2013 and has held it in 46 quarters since.
John Overdeck's Cracker Barrel position peaked at $63.3M in Q4 2018.
272 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.