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Sanibel Captiva Investment Advisers’s Biglari Holdings Class B BH Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$906K Buy
2,890
+161
+6% +$45.5K 0.56% 59
2013
Q3 		$697K Buy
2,729
+554
+25% +$139K 0.54% 53
2013
Q2 		$513K Buy
+2,175
New +$495K 0.5% 54

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sanibel Captiva Investment Advisers's BH Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Biglari Holdings Class B (BH) stake by 5.9% in Q4 2013, buying an estimated $45.5K and bringing the position to 2,890 shares worth $906K. The position accounts for 0.56% of the portfolio, ranked #59.

Sanibel Captiva Investment Advisers first reported a position in BH in Q2 2013 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold BH as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 2,890 shares of Biglari Holdings Class B worth $906K as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 161 Biglari Holdings Class B shares in Q4 2013, an estimated $45.5K.
  • Biglari Holdings Class B made up 0.56% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #59 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Biglari Holdings Class B in Q2 2013 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.