Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Biglari Holdings Class B BH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.8K Buy
154
+13
+9% +$4.86K ﹤0.01% 3811
2025
Q4 		$47K Buy
141
+44
+45% +$14.8K ﹤0.01% 3646
2025
Q3 		$31K Buy
97
+58
+149% +$17.7K ﹤0.01% 3855
2025
Q2 		$11K Buy
39
+8
+26% +$1.94K ﹤0.01% 4226
2025
Q1 		$7K Buy
31
+5
+19% +$1.14K ﹤0.01% 4265
2024
Q4 		$7K Buy
26
+19
+271% +$3.83K ﹤0.01% 4030
2024
Q3 		$1K Buy
7
+4
+133% +$728 ﹤0.01% 4520
2024
Q2 		$1K Buy
+3
New +$590 ﹤0.01% 4316

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Biglari Holdings Class B (BH) stake by 9.2% in Q1 2026, buying an estimated $4.86K and bringing the position to 154 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3811.

Carson Wealth (CWM LLC) first reported a position in BH in Q2 2024 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold BH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 154 shares of Biglari Holdings Class B worth $50.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13 Biglari Holdings Class B shares in Q1 2026, an estimated $4.86K.
  • Biglari Holdings Class B made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3811 holding.
  • Carson Wealth (CWM LLC) first reported a position in Biglari Holdings Class B in Q2 2024 and has held it in 8 quarters since.
  • 117 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.