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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 29, 2026 | Signia Capital Management | 19.0% | 27.8% | AESI, ALK, ARHS, CBRL, GOOS, HBM, HLX, HZO, ITRI, LBRT, NAT, OPRT, ORN, TTI | Copper, oil, Oilfield Services, Restaurants, small caps, Smart Grid, turnaround, value | CBRL |
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| 2026 Q2 | Jul 17, 2026 | American Century Equity Income Fund | 4.9% | - | AAPL, BRK/B, CBRL, INTC, MMC, MSFT, MU, OC, SCHW, T | AI, Consumer Staples, financials, healthcare, income, Quality, semiconductors, value | View | ||
| 2024 Q4 | Feb 28, 2025 | Biglari Holdings | - | - | CBRL, LOCO, RACE | Capital Allocation, Franchising, Holding Company, insurance, oil, Restaurants, value | View | ||
| 2024 Q4 | Dec 31, 2024 | Biglari Holdings | - | - | CBRL, LOCO, RACE | Capital Allocation, Franchising, Holding Company, insurance, oil, Restaurants, value | Steak n Shake transformed from full-service to self-service model with franchise partnership program. Company achieved triple-digit productivity gains and converted 173 units to franchise partnerships. Western Sizzlin remains profitable in declining buffet segment. | CBRL RACE |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Sep 24, 2026 | Seeking Alpha | Seeking Alpha | Cracker Barrel Old Country Store, Inc. | Consumer Services | Restaurants | Neutral | NASDAQ Stock Market | Cracker Barrel, execution risk, guidance, inflation, loyalty program, menu improvements, non-recurring gains, Q4 2026, turnaround, valuation | View Pitch |
| Jul 30, 2026 | Fund Letters | Signia Capital Management | Cracker Barrel Old Country Store Inc. | Restaurants | Restaurants | Bull | NASDAQ | Asset Backing, Brand Recovery, Equity, real estate value, Restaurant, retail, Traffic Inflection, turnaround, Value | View Pitch |
| Jun 10, 2026 | Seeking Alpha | Seeking Alpha | Cracker Barrel Old Country Store, Inc. | Consumer Services | Restaurants | Bear | NASDAQ Stock Market | adjusted EBITDA, Commodity Inflation, Cracker Barrel, Litigation Settlement, market cap, operational efficiency, Q3 2026 earnings, restaurant industry, revenue decline, wage inflation | View Pitch |
| Apr 13, 2026 | Fund Letters | Biglari Holdings | Cracker Barrel Old Country Store, Inc. | Consumer Discretionary | Restaurants | Bull | NASDAQ | cash generation, dividend, Equity, Family dining, Long-term, Restaurant, Southern cuisine, strategic stake, Value | View Pitch |
| Oct 24, 2025 | Value Investors Club | sondasy | Cracker Barrel | Consumer Discretionary | Restaurants | Bear | NASDAQ | C-store, negative comps, Rstaurant traffic, tariffs, valuation compression | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||