SIM
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Sims Investment Management’s Biglari Holdings Class B BH Stock Holding History

Sims Investment 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
Q3 		– Sell
-50
Closed -$21.3K – 52
2026
Q2 		$21.3K Buy
+50
New +$15.6K 0.01% 83

Other funds holding BH

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sims Investment Management's BH Position: Q3 2026 in Review

Sims Investment Management sold out of Biglari Holdings Class B (BH) in Q3 2026, closing a stake of 50 shares — an estimated $21.3K sold.

Sims Investment Management first reported a position in BH in Q2 2026 and held it in 1 quarter. The position peaked at $21.3K in Q2 2026. 4 funds tracked by Wall St. Rank hold BH as of Q3 2026.

  • Sims Investment Management reported no remaining Biglari Holdings Class B position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 50 Biglari Holdings Class B shares in Q3 2026, an estimated $21.3K.
  • Sims Investment Management first reported a position in Biglari Holdings Class B in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Biglari Holdings Class B position peaked at $21.3K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.