Cracker Barrel

CBRL

Market cap $1.14B

CBRL Hedge Fund Activity: Q1 2026 in Review

243 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q1 2026, worth a combined $563M — up 1% from $557M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CBRL positions and 36 closed out — a net gain of 17 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $20.8M. The largest seller was GMT Capital, cutting an estimated $19.8M.

• 243 institutional investors held Cracker Barrel (CBRL) as of Q1 2026, up from 232 in Q4 2025.
• Funds reported $563M of Cracker Barrel stock for Q1 2026, up 1% quarter-over-quarter.
• 53 funds opened new Cracker Barrel positions in Q1 2026 and 36 closed out, a net change of +17 holders.
• The largest Cracker Barrel buyer in Q1 2026 was Two Sigma Investments, an estimated $20.8M added.
• The largest Cracker Barrel seller in Q1 2026 was GMT Capital, an estimated $19.8M sold.

Based on aggregated 13F filings for Q1 2026.