BS
Biglari Sardar Portfolio holdings
AUM
$47.1M
This Quarter Return
-5.82%
1 Year Return
+18.36%
3 Year Return
+47.58%
5 Year Return
+47.9%
10 Year Return
–
AUM
$12.9M
AUM Growth
+$12.9M
(+39%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
32.25%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
2
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
Y
Alleghany Corporation
Y
|
$4.25M |
| 2 |
Coca-Cola
KO
|
$638K |
Top Sells
| 1 |
Atlantic American Corp
AAME
|
$728K |
Sector Composition
| 1 | Consumer Discretionary | 59.84% |
| 2 | Financials | 35.21% |
| 3 | Consumer Staples | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cracker Barrel
CBRL
$1.33B
| $7.71M | 59.84% |
55,141
| – | – |
|
|
Y
2
DELISTED
Alleghany Corporation
Y
| $4.25M | 32.95% |
+6,800
| New | +$4.25M |
|
|
3
Coca-Cola
KO
$297B
| $638K | 4.95% |
+12,167
| New | +$638K |
|
|
4
Atlantic American Corp
AAME
$68.7M
| $291K | 2.26% |
70,001
-175,234
| -71% | -$728K |
|