Polymer Capital Management’s Biglari Holdings Class B BH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$326K Sell
988
-183
-16% -$68.5K 0.03% 564
2025
Q4
$389K Buy
+1,171
New +$393K 0.04% 521

Other funds holding BH

Polymer Capital Management's BH Position: Q1 2026 in Review

Polymer Capital Management reduced its Biglari Holdings Class B (BH) stake by 16% in Q1 2026, selling an estimated $68.5K and leaving 988 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #564.

Polymer Capital Management first reported a position in BH in Q4 2025 and has held it in 2 quarters since. The position peaked at $389K in Q4 2025. 117 funds tracked by Wall St. Rank hold BH as of Q1 2026.

  • Polymer Capital Management held 988 shares of Biglari Holdings Class B worth $326K as of Q1 2026.
  • Polymer Capital Management sold 183 Biglari Holdings Class B shares in Q1 2026, an estimated $68.5K.
  • Biglari Holdings Class B made up 0.03% of Polymer Capital Management's portfolio in Q1 2026, its #564 holding.
  • Polymer Capital Management first reported a position in Biglari Holdings Class B in Q4 2025 and has held it in 2 quarters since.
  • Polymer Capital Management's Biglari Holdings Class B position peaked at $389K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.