BS

Biglari Sardar Portfolio holdings

AUM $47.1M
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.5M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$3.49M
3 +$2.73M
4
KMX icon
CarMax
KMX
+$2.29M
5
KO icon
Coca-Cola
KO
+$339K

Top Sells

1 +$68K

Sector Composition

1 Consumer Discretionary 66.31%
2 Technology 25.58%
3 Consumer Staples 7.91%
4 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.75M 25.58%
70,328
+42,728
2
$4.6M 20.48%
55,141
3
$4.04M 17.99%
44,700
+25,300
4
$3.52M 15.68%
+31,000
5
$2.73M 12.15%
+48,717
6
$1.78M 7.91%
28,240
+5,386
7
$46K 0.2%
17,219
-25,440