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Biglari Sardar Portfolio holdings

AUM $50.9M
1-Year Est. Return 11.14%
This Fund
S&P 500
This Quarter Est. Return
-7.02%
1 Year Est. Return
+11.14%
3 Year Est. Return
+17.62%
5 Year Est. Return
-5.62%
10 Year Est. Return
–
AUM
$48.3M
AUM Growth
-$1.31M
Cap. Flow
+$3.12M
Cap. Flow %
6.45%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$3.04M
2
KO icon
Coca-Cola
KO
+$78.4K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 70.49%
2 Consumer Staples 15.49%
3 Technology 13.4%
4 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RACE icon
1
Ferrari
RACE
$65.4B
$12.2M 25.3%
33,100
+7,600
+30% +$3.04M
WYNN icon
2
Wynn Resorts
WYNN
$9.79B
$8.45M 17.47%
70,200
– –
KO icon
3
Coca-Cola
KO
$354B
$7.49M 15.49%
107,118
+1,124
+1% +$78.4K
TSM icon
4
TSMC
TSM
$2.18T
$6.48M 13.4%
21,314
– –
LOCO icon
5
El Pollo Loco
LOCO
$482M
$5.12M 10.59%
489,247
– –
JACK icon
6
Jack in the Box
JACK
$272M
$3.8M 7.86%
200,617
– –
CBRL icon
7
Cracker Barrel
CBRL
$1.19B
$1.76M 3.63%
69,141
– –
KMX icon
8
CarMax
KMX
$8.15B
$1.59M 3.29%
41,100
– –
BABA icon
9
Alibaba
BABA
$279B
$1.14M 2.35%
7,750
– –
AAME icon
10
Atlantic American Corp
AAME
$32.2M
$300K 0.62%
105,861
– –

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CFG
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GSC
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HPM
HealthCor Partners Management Charleston, South Carolina $50.7M AUM
CGIM
Cannon Global Investment Management Davie, Florida $51.2M AUM 49.67% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $51.8M AUM 15.25% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Biglari Sardar's Q4 2025 Portfolio in Review

As of Q4 2025, Biglari Sardar held 10 positions worth $48.3M, down 2.6% from $49.7M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Biglari Sardar deployed $3.12M of net new capital in Q4 2025, adding to 2 existing holdings.

By sector, the portfolio is most concentrated in Consumer Discretionary at 70% of assets, down from 73% a quarter earlier, followed by Consumer Staples and Technology.

  • Biglari Sardar added most to Ferrari in Q4 2025, an estimated $3.04M increase.
  • Biglari Sardar's ten largest holdings make up 100% of its $48.3M portfolio in Q4 2025.
  • Biglari Sardar opened 0 new positions and closed 0 in Q4 2025.
  • Biglari Sardar's portfolio value fell 2.6% quarter-over-quarter to $48.3M.

Based on Biglari Sardar's 13F filing for Q4 2025, filed 17 Feb 2026.