# Cheesecake Factory (CAKE): value investors who own it

2 value investors held Cheesecake Factory in their Q3 2026 13F, led by First Eagle Investment Management, Polen Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 0.0% | $10.6m | Trimmed -9.5% | 20 |
| Polen Capital Management | 0.0% | $2.6m | Added +34% | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-17 | Meyer Janice L. | Director | Sold | 1958 | $214k |
| 2026-08-10 | Gordon David M | PRESIDENT | Sold | 16866 | $1.9m |
| 2026-08-10 | Gordon David M | PRESIDENT | Sold | 15084 | $1.7m |
| 2026-08-10 | Ames Edie A | Director | Sold | 3000 | $321k |
| 2026-08-05 | OVERTON DAVID | CHAIRMAN AND C.E.O. | Sold | 94145 | $10.0m |
| 2026-08-04 | CAPPELLO ALEXANDER L | Director | Sold | 64 | $7k |
| 2026-08-03 | CAPPELLO ALEXANDER L | Director | Sold | 59 | $6k |
| 2026-07-31 | May Scarlett | EVP, GENERAL COUNSEL | Sold | 7978 | $819k |
| 2026-07-31 | CAPPELLO ALEXANDER L | Director | Sold | 100 | $10k |
| 2026-07-30 | Clark Matthew Eliot | EXEC VP, CFO | Sold | 68900 | $6.8m |
| 2026-07-30 | Hanscom Ashley W | PRINCIPAL ACCOUNTING OFFICER | Sold | 3500 | $350k |
| 2026-07-30 | CAPPELLO ALEXANDER L | Director | Sold | 2095 | $213k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/cake). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.