Biglari Capital Corp’s Cracker Barrel CBRL Stock Holding History

Biglari Capital Corp’s Portfolio CBRL Stock Details CBRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Sell	2,000 -33,859	-94%	-$1.17M	0.01%	10
2026 Q1	$1.01M	Sell	35,859 -549,141	-94%	-$16.7M	0.11%	9
2025 Q4	$14.9M	Hold	585,000	–	–	1.59%	7
2025 Q3	$25.8M	Sell	585,000 -311,775	-35%	-$18M	2.82%	6
2025 Q2	$54.8M	Sell	896,775 -1,103,225	-55%	-$55.6M	6.33%	4
2025 Q1	$77.6M	Hold	2,000,000	–	–	10.95%	3
2024 Q4	$106M	Hold	2,000,000	–	–	12.6%	3
2024 Q3	$90.7M	Hold	2,000,000	–	–	13.92%	3
2024 Q2	$84.3M	Hold	2,000,000	–	–	12.83%	3
2024 Q1	$145M	Hold	2,000,000	–	–	19.49%	2
2023 Q4	$154M	Hold	2,000,000	–	–	22.72%	2
2023 Q3	$134M	Hold	2,000,000	–	–	20.99%	2
2023 Q2	$186M	Hold	2,000,000	–	–	24.69%	2
2023 Q1	$227M	Hold	2,000,000	–	–	31.63%	1
2022 Q4	$189M	Hold	2,000,000	–	–	32.5%	1
2022 Q3	$185M	Hold	2,000,000	–	–	35.02%	1
2022 Q2	$167M	Hold	2,000,000	–	–	35.03%	1
2022 Q1	$237M	Hold	2,000,000	–	–	35.41%	1
2021 Q4	$257M	Hold	2,000,000	–	–	38.96%	1
2021 Q3	$280M	Hold	2,000,000	–	–	38.46%	1
2021 Q2	$297M	Hold	2,000,000	–	–	42.06%	1
2021 Q1	$346M	Hold	2,000,000	–	–	49.45%	1
2020 Q4	$264M	Hold	2,000,000	–	–	46.87%	1
2020 Q3	$229M	Hold	2,000,000	–	–	46.09%	1
2020 Q2	$222M	Hold	2,000,000	–	–	52.04%	1
2020 Q1	$166M	Hold	2,000,000	–	–	56.43%	1
2019 Q4	$307M	Hold	2,000,000	–	–	52.42%	1
2019 Q3	$325M	Sell	2,000,000 -986,365	-33%	-$166M	57.1%	1
2019 Q2	$510M	Sell	2,986,365 -538,929	-15%	-$88.3M	68.32%	1
2019 Q1	$570M	Sell	3,525,294 -796,924	-18%	-$131M	65.12%	1
2018 Q4	$691M	Sell	4,322,218 -415,576	-9%	-$68.3M	75.9%	1
2018 Q3	$697M	Hold	4,737,794	–	–	67.36%	1
2018 Q2	$740M	Hold	4,737,794	–	–	68.35%	1
2018 Q1	$754M	Hold	4,737,794	–	–	61.25%	1
2017 Q4	$753M	Hold	4,737,794	–	–	61.66%	1
2017 Q3	$718M	Hold	4,737,794	–	–	65.92%	1
2017 Q2	$792M	Hold	4,737,794	–	–	64.08%	1
2017 Q1	$754M	Hold	4,737,794	–	–	61.28%	1
2016 Q4	$791M	Hold	4,737,794	–	–	60.13%	1
2016 Q3	$626M	Hold	4,737,794	–	–	56.28%	1
2016 Q2	$812M	Hold	4,737,794	–	–	63.75%	1
2016 Q1	$723M	Hold	4,737,794	–	–	63.62%	1
2015 Q4	$601M	Hold	4,737,794	–	–	62.24%	1
2015 Q3	$698M	Hold	4,737,794	–	–	64.17%	1
2015 Q2	$707M	Hold	4,737,794	–	–	80.53%	1
2015 Q1	$721M	Hold	4,737,794	–	–	81.11%	1
2014 Q4	$667M	Hold	4,737,794	–	–	81.8%	1
2014 Q3	$489M	Hold	4,737,794	–	–	82.1%	1
2014 Q2	$472M	Buy	4,737,794 +775,190	+20%	+$76M	81.21%	1
2014 Q1	$385M	Buy	3,962,604 +2,000	+0.1%	+$202K	75.51%	1
2013 Q4	$436M	Hold	3,960,604	–	–	77.09%	1
2013 Q3	$409M	Buy	+3,960,604	New	+$397M	79.36%	1

Other funds holding CBRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Biglari Capital Corp's CBRL Position: Q2 2026 in Review

Biglari Capital Corp reduced its Cracker Barrel (CBRL) stake by 94% in Q2 2026, selling an estimated $1.17M and leaving 2,000 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #10.

Biglari Capital Corp first reported a position in CBRL in Q3 2013 and has held it in 52 quarters since. The position peaked at $812M in Q2 2016. 272 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

Biglari Capital Corp held 2,000 shares of Cracker Barrel worth $107K as of Q2 2026.
Biglari Capital Corp sold 33,859 Cracker Barrel shares in Q2 2026, an estimated $1.17M.
Cracker Barrel made up 0.01% of Biglari Capital Corp's portfolio in Q2 2026, its #10 holding.
Biglari Capital Corp first reported a position in Cracker Barrel in Q3 2013 and has held it in 52 quarters since.
Biglari Capital Corp's Cracker Barrel position peaked at $812M in Q2 2016.
272 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Biglari Capital Corp's 13F filing for Q2 2026, filed 14 Aug 2026.