CIK: 0001334429
Total reported value
$929.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBRL | Cracker Barrel Old Country | Stock-Other | 81.80% | -1.48% | — | |
| 2 | BH | Biglari Holdings Inc. | Stock-Other | 15.70% | — | +5.50% | |
| 3 | ✓ | Air T INC Com | Stock-Other | 1.06% | — | — | |
| 4 | ISIGEUR | Bloomia Holdings INC | Stock-Other | 1.02% | — | — | |
| 5 | CAWW | Cca Industries INC | Stock-Other | 0.32% | — | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.06% | — | — | |
| 7 | FAST | Fastenal Co | Stock-Industrials | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 2 | CAWW | Cca Industries INC | -0.1% | — | Unchanged |
| 3 | CBRL | Cracker Barrel Old Country | -0.3% | — | Unchanged |
| 4 | BH | Biglari Holdings Inc. | -1.6% | +5.50% | Add |
| 5 | ✓ | Air T INC Com | — | NEW | New buy |
| 6 | ISIGEUR | Bloomia Holdings INC | — | NEW | New buy |
| 7 | FAST | Fastenal Co | — | NEW | New buy |
| 8 | DJCO | Daily Journal CORP | — | EXIT | Sold out |