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
$47.1M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$5.87M
2 +$5.06M
3 +$2.35M
4
JACK icon
Jack in the Box
JACK
+$558K
5
KMX icon
CarMax
KMX
+$464K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 73.19%
2 Consumer Staples 16.27%
3 Technology 9.86%
4 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.6M 18.27%
18,300
+5,000
2
$7.66M 16.27%
106,634
+3,931
3
$6.7M 14.23%
489,247
+369,247
4
$5.87M 12.46%
+61,200
5
$4.64M 9.86%
26,728
6
$4.5M 9.56%
96,717
+12,000
7
$3.29M 6.99%
31,000
8
$3.14M 6.66%
69,141
9
$2.37M 5.03%
30,600
+6,000
10
$320K 0.68%
188,393
+28,633