Lee, Danner & Bass’s Cracker Barrel CBRL Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-1,061	Closed	-$56.1K	–	294
2024 Q4	$56.1K	Buy	+1,061	New	+$52.5K	﹤0.01%	338
2019 Q3	–	Sell	-1,188	Closed	-$203K	–	177
2019 Q2	$203K	Buy	+1,188	New	+$195K	0.02%	171
2018 Q3	–	Sell	-1,330	Closed	-$208K	–	177
2018 Q2	$208K	Hold	1,330	–	–	0.02%	167
2018 Q1	$212K	Hold	1,330	–	–	0.02%	169
2017 Q4	$211K	Sell	1,330 -19	-1%	-$2.98K	0.02%	170
2017 Q3	$205K	Sell	1,349 -477	-26%	-$72.9K	0.02%	163
2017 Q2	$305K	Hold	1,826	–	–	0.03%	148
2017 Q1	$291K	Hold	1,826	–	–	0.03%	149
2016 Q4	$305K	Hold	1,826	–	–	0.04%	143
2016 Q3	$241K	Hold	1,826	–	–	0.03%	154
2016 Q2	$313K	Buy	+1,826	New	+$285K	0.04%	140

Other funds holding CBRL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lee, Danner & Bass's CBRL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Cracker Barrel (CBRL) in Q1 2025, closing a stake of 1,061 shares — an estimated $56.1K sold.

Lee, Danner & Bass first reported a position in CBRL in Q2 2016 and held it in 11 quarters. The position peaked at $313K in Q2 2016. 263 funds tracked by Wall St. Rank hold CBRL as of Q1 2025.

Lee, Danner & Bass reported no remaining Cracker Barrel position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,061 Cracker Barrel shares in Q1 2025, an estimated $56.1K.
Lee, Danner & Bass first reported a position in Cracker Barrel in Q2 2016 and held it in 11 quarters.
Lee, Danner & Bass's Cracker Barrel position peaked at $313K in Q2 2016.
263 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.