Industry deep-dive
Restaurants
Every super-investor and insider move tracked across 33 tickers in this industry.
Tickers
33
Combined value
$32.46B
Insider net (30d)
−$806K
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest restaurants books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $6.99B |
| 2 | T. Rowe Price | $6.61B |
| 3 | Wellington Management | $4.20B |
| 4 | Bill Ackman Pershing Square | $1.56B |
| 5 | D.E. Shaw & Co. | $1.49B |
| 6 | Warren Buffett Berkshire Hathaway | $1.40B |
| 7 | AQR Capital Management | $1.39B |
| 8 | Ken Griffin Citadel Advisors | $1.33B |
| 9 | Ken Fisher Fisher Asset Mgmt | $1.24B |
| 10 | Andreas Halvorsen Viking Global | $1.11B |
| 11 | Izzy Englander Millennium Mgmt | $821M |
| 12 | Steve Cohen Point72 | $571M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | MCD | MCDONALDS CORP | $9.81B |
| 2 | CMG | CHIPOTLE MEXICAN GRILL INC | $4.37B |
| 3 | SBUX | STARBUCKS CORP | $2.82B |
| 4 | QSR | RESTAURANT BRANDS INTL INC | $2.61B |
| 5 | DPZ | DOMINOS PIZZA INC | $2.22B |
| 6 | DRI | DARDEN RESTAURANTS INC | $1.84B |
| 7 | TXRH | TEXAS ROADHOUSE INC | $1.34B |
| 8 | WING | WINGSTOP INC | $1.21B |
| 9 | YUM | YUM BRANDS INC | $1.19B |
| 10 | YUMC | YUM CHINA HLDGS INC | $1.04B |
| 11 | EAT | BRINKER INTL INC | $957.2M |
| 12 | BROS | DUTCH BROS INC | $922.8M |
| 13 | WEN | WENDYS CO | $481.3M |
| 14 | SHAK | SHAKE SHACK INC | $466.8M |
| 15 | CAVA | CAVA GROUP INC | $366.5M |
| 16 | CAKE | CHEESECAKE FACTORY INC | $253.7M |
| 17 | SG | SWEETGREEN INC | $121.8M |
| 18 | BRCB | BLACK ROCK COFFEE BAR INC | $53.4M |
| 19 | NATH | NATHANS FAMOUS INC NEW | $50.6M |
| 20 | CBRL | CRACKER BARREL OLD CTRY STOR | $40.9M |
| 21 | CHA | CHAGEE HLDGS LTD | $40.4M |
| 22 | BLMN | BLOOMIN BRANDS INC | $38.2M |
| 23 | FWRG | FIRST WATCH RESTAURANT GROUP | $33.0M |
| 24 | BJRI | BJS RESTAURANTS INC | $28.3M |