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BS

Biglari Sardar Portfolio holdings

AUM $62.2M
1-Year Est. Return 20.74%
This Fund
S&P 500
This Quarter Est. Return
-44.97%
1 Year Est. Return
+20.74%
3 Year Est. Return
+39.1%
5 Year Est. Return
+27.39%
10 Year Est. Return
–
AUM
$4.67M
AUM Growth
–
Cap. Flow
+$7.66M
Cap. Flow %
164.02%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CBRL icon
Cracker Barrel
CBRL
+$7.57M
2
AAME icon
Atlantic American Corp
AAME
+$82.6K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 98.31%
2 Financials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBRL icon
1
Cracker Barrel
CBRL
$1.22B
$4.59M 98.31%
+55,141
New +$7.57M
AAME icon
2
Atlantic American Corp
AAME
$27.7M
$79K 1.69%
+37,573
New +$82.6K

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Biglari Sardar's Q1 2020 Portfolio in Review

As of Q1 2020, Biglari Sardar held 2 positions worth $4.67M. Its ten largest holdings account for 100% of the portfolio.

Biglari Sardar deployed $7.66M of net new capital in Q1 2020, opening 2 new positions. Its largest new stake was Cracker Barrel: 55,141 shares worth $4.59M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 98% of assets, followed by Financials.

  • Biglari Sardar's largest Q1 2020 buy was Cracker Barrel: 55,141 shares worth $4.59M.
  • Biglari Sardar's ten largest holdings make up 100% of its $4.67M portfolio in Q1 2020.
  • Biglari Sardar opened 2 new positions and closed 0 in Q1 2020.

Based on Biglari Sardar's 13F filing for Q1 2020, filed 15 May 2020.