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BS

Biglari Sardar Portfolio holdings

AUM $50.9M
1-Year Est. Return 11.14%
This Fund
S&P 500
This Quarter Est. Return
+9.97%
1 Year Est. Return
+11.14%
3 Year Est. Return
+17.62%
5 Year Est. Return
-5.62%
10 Year Est. Return
–
AUM
$4.13M
AUM Growth
–
Cap. Flow
+$3.99M
Cap. Flow %
96.51%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BH icon
Biglari Holdings Class B
BH
+$3.99M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BH icon
1
Biglari Holdings Class B
BH
$1.24B
$4.13M 100%
+17,526
New +$3.99M

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Biglari Sardar's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Biglari Sardar, which disclosed 1 position worth $4.13M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Biglari Holdings Class B: 17,526 shares worth $4.13M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 100% of assets.

  • Biglari Sardar's largest Q2 2013 buy was Biglari Holdings Class B: 17,526 shares worth $4.13M.
  • Biglari Sardar's ten largest holdings make up 100% of its $4.13M portfolio in Q2 2013.
  • Biglari Sardar disclosed 1 position in Q2 2013, its first 13F filing on record.

Based on Biglari Sardar's 13F filing for Q2 2013, filed 14 Aug 2013.