UBS AM’s Biglari Holdings Class B BH Stock Holding History

UBS AM’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 Q2	$5.54K	Sell	13 -2,960	-100%	-$924K	﹤0.01%	3384
2026 Q1	$980K	Buy	+2,973	New	+$1.11M	﹤0.01%	2347
2024 Q3	–	Sell	-2	Closed	-$387	–	2805
2024 Q2	$387	Buy	+2	New	+$393	﹤0.01%	2793
2016 Q4	–	Sell	-1,008	Closed	-$293K	–	2517
2016 Q3	$293K	Hold	1,008	–	–	﹤0.01%	2282
2016 Q2	$271K	Hold	1,008	–	–	﹤0.01%	2274
2016 Q1	$250K	Hold	1,008	–	–	﹤0.01%	2310
2015 Q4	$219K	Hold	1,008	–	–	﹤0.01%	2487
2015 Q3	$246K	Buy	1,008 +70	+7%	+$18.8K	﹤0.01%	2395
2015 Q2	$259K	Buy	+938	New	+$244K	﹤0.01%	2450
2014 Q1	–	Sell	-640	Closed	-$201K	–	2581
2013 Q4	$201K	Buy	+640	New	+$181K	﹤0.01%	2367

Other funds holding BH

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

UBS AM's BH Position: Q2 2026 in Review

UBS AM reduced its Biglari Holdings Class B (BH) stake by 100% in Q2 2026, selling an estimated $924K and leaving 13 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

UBS AM first reported a position in BH in Q4 2013 and has held it in 10 quarters since. The position peaked at $980K in Q1 2026. 115 funds tracked by Wall St. Rank hold BH as of Q2 2026.

UBS AM held 13 shares of Biglari Holdings Class B worth $5.54K as of Q2 2026.
UBS AM sold 2,960 Biglari Holdings Class B shares in Q2 2026, an estimated $924K.
Biglari Holdings Class B made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3384 holding.
UBS AM first reported a position in Biglari Holdings Class B in Q4 2013 and has held it in 10 quarters since.
UBS AM's Biglari Holdings Class B position peaked at $980K in Q1 2026.
115 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.