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Ritholtz Wealth Management’s Biglari Holdings Class B BH Stock Holding History

Ritholtz Wealth Management’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 		$828K Sell
2,511
-986
-28% -$369K 0.01% 608
2025
Q4 		$1.16M Sell
3,497
-160
-4% -$53.7K 0.02% 470
2025
Q3 		$1.18M Sell
3,657
-89
-2% -$27.2K 0.02% 453
2025
Q2 		$1.09M Buy
3,746
+496
+15% +$120K 0.02% 430
2025
Q1 		$704K Buy
3,250
+1,846
+131% +$421K 0.02% 496
2024
Q4 		$357K Buy
1,404
+204
+17% +$41.1K 0.01% 657
2024
Q3 		$206K Sell
1,200
-332
-22% -$60.4K 0.01% 807
2024
Q2 		$296K Buy
1,532
+441
+40% +$86.7K 0.01% 653
2024
Q1 		$207K Sell
1,091
-379
-26% -$64K 0.01% 736
2023
Q4 		$242K Sell
1,470
-383
-21% -$59.1K 0.01% 649
2023
Q3 		$308K Sell
1,853
-198
-10% -$37.3K 0.01% 542
2023
Q2 		$404K Sell
2,051
-2
-0.1% -$374 0.02% 474
2023
Q1 		$347K Buy
+2,053
New +$339K 0.02% 482
2022
Q3 		– Sell
-1,689
Closed -$207K – 718
2022
Q2 		$207K Sell
1,689
-68
-4% -$9.11K 0.01% 493
2022
Q1 		$254K Buy
+1,757
New +$236K 0.02% 448

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ritholtz Wealth Management's BH Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Biglari Holdings Class B (BH) stake by 28% in Q1 2026, selling an estimated $369K and leaving 2,511 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #608.

Ritholtz Wealth Management first reported a position in BH in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2025. 117 funds tracked by Wall St. Rank hold BH as of Q1 2026.

  • Ritholtz Wealth Management held 2,511 shares of Biglari Holdings Class B worth $828K as of Q1 2026.
  • Ritholtz Wealth Management sold 986 Biglari Holdings Class B shares in Q1 2026, an estimated $369K.
  • Biglari Holdings Class B made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #608 holding.
  • Ritholtz Wealth Management first reported a position in Biglari Holdings Class B in Q1 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Biglari Holdings Class B position peaked at $1.18M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.