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
$24.9M
AUM Growth
+$667K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$546K
2 +$175K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 74.25%
2 Consumer Staples 14.01%
3 Technology 10.82%
4 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.97M 23.94%
61,217
2
$5.14M 20.6%
55,141
3
$3.49M 14.01%
58,023
+9,071
4
$2.76M 11.09%
8,500
5
$2.7M 10.82%
26,728
6
$2.58M 10.36%
31,000
7
$2.06M 8.26%
24,600
8
$230K 0.92%
119,171
+90,922