BS

Biglari Sardar Portfolio holdings

AUM $48.3M
1-Year Est. Return 11.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.02M
3
+$764K
4
KMX icon
CarMax
KMX
+$289K

Top Sells

1
+$2.75M
2
+$1M
3
+$727K

Sector Composition

1 Consumer Discretionary 73.53%
2 Consumer Staples 15.38%
3 Technology 10.24%
4 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 24.05%
23,100
+2,200
2
$7.25M 15.38%
102,464
-10,200
3
$6.58M 13.95%
70,200
+9,000
4
$5.39M 11.43%
489,247
5
$4.83M 10.24%
21,314
-5,414
6
$4.22M 8.96%
69,141
7
$3.5M 7.43%
200,617
+103,900
8
$2.76M 5.86%
41,100
+4,300
9
$879K 1.86%
7,750
-23,250
10
$401K 0.85%
188,393