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
$30.8M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$557K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 67.39%
2 Consumer Staples 19.34%
3 Technology 11.82%
4 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.95M 19.34%
97,196
+9,109
2
$5.8M 18.85%
13,300
3
$5.03M 16.35%
69,141
4
$4.34M 14.12%
63,417
5
$3.64M 11.82%
26,728
6
$2.24M 7.29%
31,000
7
$2.14M 6.97%
24,600
8
$1.17M 3.8%
120,000
9
$447K 1.45%
159,760