Mario Gabelli's CAKE Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 327,200 shares of The Cheesecake Factory Incorporated (CAKE) worth $17.88 M, representing 0.17% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Mario Gabelli has maintained a long-term strategic position in CAKE, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2024, adding 200,000 shares. Largest reduction occurred in Q4 2016, reducing 183,862 shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli's The Cheesecake Factory Incorporated (CAKE) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Cheesecake Factory Incorporated (CAKE) Trades by Mario Gabelli
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.14 M | Add 0.00% | 1.14 M | $41.89 |
| Q3 2013 | +2,800 | Add 0.25% | 1.14 M | $43.95 |
| Q4 2013 | -8,600 | Reduce 0.75% | 1.13 M | $48.27 |
| Q1 2014 | -24,700 | Reduce 2.18% | 1.11 M | $47.63 |
| Q2 2014 | +13,500 | Add 1.22% | 1.12 M | $46.42 |
| Q3 2014 | +33,400 | Add 2.98% | 1.15 M | $45.50 |
| Q4 2014 | -835 | Reduce 0.07% | 1.15 M | $50.31 |
| Q1 2015 | -40,028 | Reduce 3.47% | 1.11 M | $49.33 |
| Q2 2015 | -60,300 | Reduce 5.41% | 1.05 M | $54.53 |
| Q3 2015 | -117,000 | Reduce 11.11% | 936,365 | $53.96 |
| Q4 2015 | +7,100 | Add 0.76% | 943,465 | $46.11 |
| Q1 2016 | -38,900 | Reduce 4.12% | 904,565 | $53.09 |
| Q2 2016 | -15,100 | Reduce 1.67% | 889,465 | $48.14 |
| Q3 2016 | -5,700 | Reduce 0.64% | 883,765 | $50.06 |
| Q4 2016 | -183,862 | Reduce 20.80% | 699,903 | $59.88 |
| Q1 2017 | -49,400 | Reduce 7.06% | 650,503 | $63.36 |
| Q2 2017 | -12,900 | Reduce 1.98% | 637,603 | $50.30 |
| Q3 2017 | +36,250 | Add 5.69% | 673,853 | $42.12 |
| Q4 2017 | -15,350 | Reduce 2.28% | 658,503 | $48.18 |
| Q1 2018 | -3,700 | Reduce 0.56% | 654,803 | $48.22 |
| Q2 2018 | -46,250 | Reduce 7.06% | 608,553 | $55.06 |
| Q3 2018 | -9,200 | Reduce 1.51% | 599,353 | $53.54 |
| Q4 2018 | -23,300 | Reduce 3.89% | 576,053 | $43.51 |
| Q1 2019 | -1,630 | Reduce 0.28% | 574,423 | $48.92 |
| Q2 2019 | -26,450 | Reduce 4.60% | 547,973 | $43.72 |
| Q3 2019 | -14,700 | Reduce 2.68% | 533,273 | $41.68 |
| Q4 2019 | +492 | Add 0.09% | 533,765 | $38.86 |
| Q1 2020 | -12,800 | Reduce 2.40% | 520,965 | $17.08 |
| Q2 2020 | -103,800 | Reduce 19.92% | 417,165 | $22.92 |
| Q3 2020 | -21,900 | Reduce 5.25% | 395,265 | $27.74 |
| Q4 2020 | -39,000 | Reduce 9.87% | 356,265 | $37.06 |
| Q1 2021 | -174,800 | Reduce 49.06% | 181,465 | $58.51 |
| Q2 2021 | -40,500 | Reduce 22.32% | 140,965 | $54.18 |
| Q1 2022 | -200 | Reduce 0.14% | 140,765 | $39.79 |
| Q2 2022 | -400 | Reduce 0.28% | 140,365 | $26.42 |
| Q3 2022 | -500 | Reduce 0.36% | 139,865 | $29.28 |
| Q1 2024 | -265 | Reduce 0.19% | 139,600 | $36.15 |
| Q2 2024 | +200,000 | Add 143.27% | 339,600 | $39.29 |
| Q3 2024 | -6,400 | Reduce 1.88% | 333,200 | $40.55 |
| Q4 2024 | -6,000 | Reduce 1.80% | 327,200 | $47.44 |
Mario Gabelli's The Cheesecake Factory Incorporated Investment FAQs
Mario Gabelli first purchased The Cheesecake Factory Incorporated (CAKE) in Q2 2013, acquiring 1,138,128 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli has held The Cheesecake Factory Incorporated (CAKE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli's largest addition to The Cheesecake Factory Incorporated (CAKE) was in Q2 2013, adding 1,138,128 shares worth $47.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 327,200 shares of The Cheesecake Factory Incorporated (CAKE), valued at approximately $17.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Cheesecake Factory Incorporated (CAKE) represents approximately 0.17% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli's peak holding in The Cheesecake Factory Incorporated (CAKE) was 1,154,528 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.