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CIK: 0001334430
Total reported value
$62.2M
$62.2M
9 檔
39.8%
At the close of Q1 2024, Biglari, Sardar disclosed equity holdings valued at approximately $62.2M, spread across 9 reported holdings.
In Q1 2024, Biglari, Sardar displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KO, RACE, CBRL) accounted for 39.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 19.34% | -1.89% | +10.34% | |
| 2 | RACE | Ferrari N.V. | Stock-Consumer Disc | 18.85% | +0.76% | — | |
| 3 | CBRL | Cracker Barrel Old Country | Stock-Other | 16.35% | +2.10% | — | |
| 4 | JACK | Jack In THE Box Inc | Stock-Other | 14.12% | +1.29% | — | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 11.82% | +1.57% | — | |
| 6 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 7.29% | -0.71% | — | |
| 7 | KMX | Carmax Inc | Stock-Consumer Disc | 6.97% | +0.13% | — | |
| 8 | LOCO | El Pollo Loco Holdings Inc | Stock-Other | 3.80% | +0.01% | — | |
| 9 | AAME | Atlantic American CORP | Stock-Other | 1.45% | -0.20% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RACE | Ferrari N.V. | +3.2% | — | Unchanged |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2.1% | — | Unchanged |
| 3 | KO | Coca-cola Co/the | +1.3% | +10.34% | Add |
| 4 | KMX | Carmax Inc | +0.4% | — | Unchanged |
| 5 | LOCO | El Pollo Loco Holdings Inc | +0.1% | — | Unchanged |
| 6 | AAME | Atlantic American CORP | +0.1% | — | Unchanged |
| 7 | BABA | Alibaba Group Holding-sp Adr | -1.1% | — | Unchanged |
| 8 | CBRL | Cracker Barrel Old Country | -2.2% | — | Unchanged |
| 9 | JACK | Jack In THE Box Inc | -3.9% | — | Unchanged |
According to official SEC Form 13F filings, Biglari, Sardar reported a total U.S. public equity portfolio value of $62.2M across 9 disclosed positions in Q1 2024.
During Q1 2024, Biglari, Sardar's top holdings by market value included KO (19.3%)、RACE (18.9%)、CBRL (16.4%). The largest single position, KO, represented 19.3% of total portfolio value.
In Q1 2024, Biglari, Sardar made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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