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CIK: 0001334430
Total reported value
$62.2M
$62.2M
9 檔
38.3%
The Q2 2024 SEC filing reveals that Biglari, Sardar held a total portfolio value of $62.2M, covering 9 public equity positions.
In Q2 2024, Biglari, Sardar displayed an active expansion posture, initiating 0 new positions and adding to 2 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KO, RACE, TSM) accounted for 38.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 22.15% | -1.89% | +5.67% | |
| 2 | RACE | Ferrari N.V. | Stock-Consumer Disc | 18.41% | +0.76% | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 15.74% | +1.57% | — | |
| 4 | JACK | Jack In THE Box Inc | Stock-Other | 14.62% | +1.29% | +33.59% | |
| 5 | CBRL | Cracker Barrel Old Country | Stock-Other | 9.88% | +2.10% | — | |
| 6 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 7.56% | -0.71% | — | |
| 7 | KMX | Carmax Inc | Stock-Consumer Disc | 6.11% | +0.13% | — | |
| 8 | LOCO | El Pollo Loco Holdings Inc | Stock-Other | 4.60% | +0.01% | — | |
| 9 | AAME | Atlantic American CORP | Stock-Other | 0.91% | -0.20% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +3.9% | — | Unchanged |
| 2 | KO | Coca-cola Co/the | +2.8% | +5.67% | Add |
| 3 | LOCO | El Pollo Loco Holdings Inc | +0.8% | — | Unchanged |
| 4 | JACK | Jack In THE Box Inc | +0.5% | +33.59% | Add |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.3% | — | Unchanged |
| 6 | RACE | Ferrari N.V. | -0.4% | — | Unchanged |
| 7 | AAME | Atlantic American CORP | -0.5% | — | Unchanged |
| 8 | KMX | Carmax Inc | -0.9% | — | Unchanged |
| 9 | CBRL | Cracker Barrel Old Country | -6.5% | — | 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 Q2 2024.
During Q2 2024, Biglari, Sardar's top holdings by market value included KO (22.1%)、RACE (18.4%)、TSM (15.7%). The largest single position, KO, represented 22.1% of total portfolio value.
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In Q2 2024, Biglari, Sardar made 2 total portfolio adjustments, initiating 0 new buys, adding to 2 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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