Bay Resource Partners Offshore Master Fund, L.p. sold $1.2M of CBRL

sold $1.21m of CBRL

42,400 shares @ $28.60

Decreased holdings by -1.50%

13th largest trade (out of 121)

📍 GTE ThesisConcentrates 100% of 96 backtested trades in GTE, which has averaged +203.4% @730d vs SPY. Their own timing adds only -0.3% on top — this is thesis validation, not market-timing skill. Methodology →

Large TradeCluster Buy

Trade made by a 10% owner

Part of a cluster of 2 transactions by 2 insiders

Unscheduled trade

34% win rate · -10.5% median edge vs SPY (107 trades, 90-day)

Price 40% below 200-day moving average

Small Cap stock — insider trades carry more weight

CBRLCRACKER BARREL OLD COUNTRY STORE, INC

Consumer DiscretionaryRestaurants

1D0.00%

1W+9.84%

1M+22.69%

3M+83.62%

6M—

1Y—

Recent insider activity at CBRL

Jan 5Bay II Resource Partners LpSold$1.15m Jan 5Bay Resource Partners Offshore Master Fund, L.p.Sold$1.15m Jan 5Thomas E. ClaugusSold$1.15m Jan 5Bay Resource Partners LpSold$1.15m Jan 5Gmt Capital CorpSold$1.15m Dec 29Bay Resource Partners Offshore Master Fund, L.p.Sold$1.08m Dec 29Thomas E. ClaugusSold$1.08m Dec 29Bay II Resource Partners LpSold$1.08m

Full CBRL profile →Bay Resource Partners Offshore Master Fund, L.p.’s trading history →

Recent insider activity at CBRL

The morning brief, before the bell.