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Atticus Wealth Management’s Biglari Holdings Class B BH Stock Holding History

Atticus Wealth Management’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$25.4K – 517
2024
Q4 		$25.4K Buy
+100
New +$20.1K 0.01% 311

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Atticus Wealth Management's BH Position: Q1 2025 in Review

Atticus Wealth Management sold out of Biglari Holdings Class B (BH) in Q1 2025, closing a stake of 100 shares — an estimated $25.4K sold.

Atticus Wealth Management first reported a position in BH in Q4 2024 and held it in 1 quarter. The position peaked at $25.4K in Q4 2024. 76 funds tracked by Wall St. Rank hold BH as of Q1 2025.

  • Atticus Wealth Management reported no remaining Biglari Holdings Class B position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 100 Biglari Holdings Class B shares in Q1 2025, an estimated $25.4K.
  • Atticus Wealth Management first reported a position in Biglari Holdings Class B in Q4 2024 and held it in 1 quarter.
  • Atticus Wealth Management's Biglari Holdings Class B position peaked at $25.4K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.