Two Sigma Investments, LP
· New
Change
+684K
Date
Q1 2026
CB
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Two Sigma Investments, LP
· New
Change
+684K
Date
Q1 2026
|
Two Sigma Investments, LP | New· Q1 2026 | – | +684K | – | Q1 2026 | |||||
|
Gmt Capital Corp
· Reduced
Change
−650K
Date
Q1 2026
|
Gmt Capital Corp | Reduced· Q1 2026 | – | −650K | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
Change
−565K
Δ Own
−99.6%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | – | −565K | −99.6% | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
Change
−561K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | – | −561K | – | Q1 2026 | |||||
|
Biglari Capital Corp.
· Reduced
Change
−549K
Date
Q1 2026
|
Biglari Capital Corp. | Reduced· Q1 2026 | – | −549K | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Exited
Change
−461K
Δ Own
−100.0%
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Exited· Q1 2026 | – | −461K | −100.0% | Q1 2026 | |||||
|
Allianz Asset Management GMBH
· Added
Change
+395K
Date
Q1 2026
|
Allianz Asset Management GMBH | Added· Q1 2026 | – | +395K | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Added
Change
+381K
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | – | +381K | – | Q1 2026 | |||||
|
Vanguard
· Reduced
Change
−381K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | – | −381K | – | Q1 2026 | |||||
|
Susquehanna International Group, LLP
· Reduced
Change
−282K
Date
Q1 2026
|
Susquehanna International Group, LLP | Reduced· Q1 2026 | – | −282K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· New
Change
+253K
Date
Q1 2026
|
Balyasny Asset Management L.P. | New· Q1 2026 | – | +253K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−177K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −177K | – | Q1 2026 | |||||
|
Jupiter Asset Management Ltd
· Exited
Change
−156K
Δ Own
−100.0%
Date
Q1 2026
|
Jupiter Asset Management Ltd | Exited· Q1 2026 | – | −156K | −100.0% | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Added
Change
+155K
Δ Own
+181.5%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Added· Q1 2026 | – | +155K | +181.5% | Q1 2026 | |||||
|
Commonwealth Equity Services, LLC
· Added
Change
+150K
Date
Q1 2026
|
Commonwealth Equity Services, LLC | Added· Q1 2026 | – | +150K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lankford Jennifer
· Officer
Grant (A)
$30K
|
Lankford Jennifer | Officer | Grant (A) | $29.08 | 1K | $30K | 1K | – | May 4, 2026 | May 5, 2026 | |||||||||
|
Hisel Doug
· Officer
Grant (A)
$32K
|
Hisel Doug | Officer | Grant (A) | $29.08 | 1K | $32K | 4K | – | Mar 9, 2026 | Mar 10, 2026 | |||||||||
|
Spurgin Jim Mark
· Officer
Tax withholding or exercise payment (F)
-$10K
|
Spurgin Jim Mark | Officer | Tax withholding or exercise payment (F) | $32.76 | -318 | -$10K | 6K | – | Jan 17, 2026 | Jan 26, 2026 | |||||||||
|
Bay Resource Partners Offshore Master Fund, L.P.
· 10% Owner
Sell
−$1.1M
|
Bay Resource Partners Offshore Master Fund, L.P. | 10% Owner | Sell | $27.10 | −42K | −$1.1M | 2.2M | – | Jan 5, 2026 | Jan 6, 2026 | |||||||||
|
Claugus Thomas E.
· 10% Owner
Sell
−$1.1M
|
Claugus Thomas E. | 10% Owner | Sell | $25.56 | −42K | −$1.1M | 2.2M | – | Dec 29, 2025 | Dec 31, 2025 | |||||||||
|
Bay II Resource Partners LP
· 10% Owner
Sell
−$1.1M
|
Bay II Resource Partners LP | 10% Owner | Sell | $26.03 | −42K | −$1.1M | 2.3M | – | Dec 23, 2025 | Dec 29, 2025 | |||||||||
|
Bay Resource Partners LP
· 10% Owner
Sell
−$1.1M
|
Bay Resource Partners LP | 10% Owner | Sell | $26.37 | −42K | −$1.1M | 2.3M | – | Dec 19, 2025 | Dec 23, 2025 | |||||||||
|
Bay Resource Partners Offshore Master Fund, L.P.
· 10% Owner
Sell
−$1.1M
|
Bay Resource Partners Offshore Master Fund, L.P. | 10% Owner | Sell | $26.85 | −42K | −$1.1M | 2.4M | – | Dec 17, 2025 | Dec 18, 2025 | |||||||||
|
Bay Resource Partners Offshore Master Fund, L.P.
· 10% Owner
Sell
−$1.1M
|
Bay Resource Partners Offshore Master Fund, L.P. | 10% Owner | Sell | $26.13 | −42K | −$1.1M | 2.4M | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Gmt Capital Corp
· 10% Owner
Sell
−$1.2M
|
Gmt Capital Corp | 10% Owner | Sell | $28.79 | −42K | −$1.2M | 2.5M | – | Dec 11, 2025 | Dec 12, 2025 | |||||||||
|
Gmt Capital Corp
· 10% Owner
Sell
−$1.1M
|
Gmt Capital Corp | 10% Owner | Sell | $26.13 | −42K | −$1.1M | 2.5M | – | Dec 10, 2025 | Dec 12, 2025 | |||||||||
|
Bay II Resource Partners LP
· 10% Owner
Sell
−$1.2M
|
Bay II Resource Partners LP | 10% Owner | Sell | $27.61 | −42K | −$1.2M | 2.5M | – | Dec 9, 2025 | Dec 10, 2025 | |||||||||
|
Bay II Resource Partners LP
· 10% Owner
Sell
−$1.1M
|
Bay II Resource Partners LP | 10% Owner | Sell | $26.89 | −42K | −$1.1M | 2.6M | – | Dec 8, 2025 | Dec 10, 2025 | |||||||||
|
Gmt Capital Corp
· 10% Owner
Sell
−$1.2M
|
Gmt Capital Corp | 10% Owner | Sell | $27.73 | −42K | −$1.2M | 2.6M | – | Dec 5, 2025 | Dec 8, 2025 | |||||||||
|
Gmt Capital Corp
· 10% Owner
Sell
−$1.2M
|
Gmt Capital Corp | 10% Owner | Sell | $28.33 | −42K | −$1.2M | 2.7M | – | Dec 4, 2025 | Dec 8, 2025 | |||||||||
N
A
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G
A
A
215 reporting institutions disclosed CBRL position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.