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Biglari Sardar Portfolio holdings

AUM $50.9M
1-Year Est. Return 11.14%
This Fund
S&P 500
This Quarter Est. Return
+0.36%
1 Year Est. Return
+11.14%
3 Year Est. Return
+17.62%
5 Year Est. Return
-5.62%
10 Year Est. Return
–
AUM
$50.9M
AUM Growth
+$2.56M
Cap. Flow
+$3.78M
Cap. Flow %
7.43%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$5.77M
2
KO icon
Coca-Cola
KO
+$143K

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$2.13M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 73.2%
2 Consumer Staples 16.29%
3 Technology 10.03%
4 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RACE icon
1
Ferrari
RACE
$65.3B
$16.8M 32.98%
49,600
+16,500
+50% +$5.77M
KO icon
2
Coca-Cola
KO
$353B
$8.29M 16.29%
109,010
+1,892
+2% +$143K
WYNN icon
3
Wynn Resorts
WYNN
$9.93B
$7.13M 14%
70,200
– –
LOCO icon
4
El Pollo Loco
LOCO
$491M
$6.78M 13.32%
489,247
– –
TSM icon
5
TSMC
TSM
$2.09T
$5.11M 10.03%
15,111
-6,203
-29% -$2.13M
CBRL icon
6
Cracker Barrel
CBRL
$1.19B
$1.94M 3.82%
69,141
– –
JACK icon
7
Jack in the Box
JACK
$280M
$1.94M 3.81%
200,617
– –
KMX icon
8
CarMax
KMX
$7.93B
$1.71M 3.36%
41,100
– –
BABA icon
9
Alibaba
BABA
$288B
$972K 1.91%
7,750
– –
AAME icon
10
Atlantic American Corp
AAME
$32M
$247K 0.48%
105,861
– –

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CFG
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GSC
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HPM
HealthCor Partners Management Charleston, South Carolina $50.7M AUM
CGIM
Cannon Global Investment Management Davie, Florida $51.2M AUM 49.67% 1-Year Est. Return
SAMC
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NFA
Northwest Financial Advisors Herndon, Virginia $51.8M AUM 15.25% 1-Year Est. Return
ACA
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Biglari Sardar's Q1 2026 Portfolio in Review

As of Q1 2026, Biglari Sardar held 10 positions worth $50.9M, up 5.3% from $48.3M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Biglari Sardar deployed $3.78M of net new capital in Q1 2026, adding to 2 existing holdings.

By sector, the portfolio is most concentrated in Consumer Discretionary at 73% of assets, up from 70% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was TSMC, an estimated $2.13M trimmed.

  • Biglari Sardar added most to Ferrari in Q1 2026, an estimated $5.77M increase.
  • Biglari Sardar's biggest Q1 2026 reduction was TSMC, cutting an estimated $2.13M.
  • Biglari Sardar's ten largest holdings make up 100% of its $50.9M portfolio in Q1 2026.
  • Biglari Sardar opened 0 new positions and closed 0 in Q1 2026.
  • Biglari Sardar's portfolio value rose 5.3% quarter-over-quarter to $50.9M.

Based on Biglari Sardar's 13F filing for Q1 2026, filed 15 May 2026.