Biglari Sardar’s Jack in the Box JACK Stock Holding History

Biglari Sardar’s Portfolio JACK Stock Details JACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.94M	Hold	200,617	–	–	3.81%	7
2025 Q4	$3.8M	Hold	200,617	–	–	7.86%	6
2025 Q3	$3.97M	Hold	200,617	–	–	7.99%	6
2025 Q2	$3.5M	Buy	200,617 +103,900	+107%	+$2.34M	7.43%	7
2025 Q1	$2.63M	Hold	96,717	–	–	5.95%	9
2024 Q4	$4.03M	Hold	96,717	–	–	9.19%	6
2024 Q3	$4.5M	Buy	96,717 +12,000	+14%	+$603K	9.56%	6
2024 Q2	$4.32M	Buy	84,717 +21,300	+34%	+$1.2M	14.62%	4
2024 Q1	$4.34M	Hold	63,417	–	–	14.12%	4
2023 Q4	$5.18M	Hold	63,417	–	–	18.03%	3
2023 Q3	$4.38M	Buy	63,417 +2,200	+4%	+$187K	18.12%	2
2023 Q2	$5.97M	Hold	61,217	–	–	23.94%	1
2023 Q1	$5.36M	Buy	61,217 +12,500	+26%	+$988K	22.09%	2
2022 Q4	$3.32M	Hold	48,717	–	–	17.67%	2
2022 Q3	$3.61M	Hold	48,717	–	–	20.37%	2
2022 Q2	$2.73M	Buy	+48,717	New	+$3.7M	12.15%	5

Other funds holding JACK

Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return