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Biglari Holdings Class A
BH.A

20 hedge funds and large institutions have $170M invested in Biglari Holdings Class A in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $139M → $170M (+$30.6M)

5% more funds holding

Funds holding: 19 → 20 (+1)

0.16% more ownership

Funds ownership: 83.61% → 83.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
4
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCC
Biglari Capital Corp
Texas
+$900K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$54.6K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$51.1K
4
CCM
Check Capital Management
California
+$39.7K
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$881

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$463K
2
GI
GAMCO Investors
Connecticut
-$182K
3
Morgan Stanley
Morgan Stanley
New York
-$51.1K
4
Bank of America
Bank of America
North Carolina
-$39.7K
5
BlackRock
BlackRock
New York
-$8.81K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$143M +$900K +1,021 +0.7%
GI
2
GAMCO Investors
Connecticut
$12.9M -$182K -206 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.91M +$51.1K +58 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.66M -$463K -525 -15%
CCM
5
Check Capital Management
California
$2.21M +$39.7K +45 +2%
BlackRock
6
BlackRock
New York
$1.46M -$8.81K -10 -0.6%
GF
7
Gabelli Funds
New York
$1.45M – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$509K +$54.6K +62 +13%
Renaissance Technologies
9
Renaissance Technologies
New York
$329K – – –
State Street
10
State Street
Massachusetts
$267K – – –
Morgan Stanley
11
Morgan Stanley
New York
$53.6K -$51.1K -58 -50%
Bank of America
12
Bank of America
North Carolina
$41.6K -$39.7K -45 -50%
TRCT
13
Tower Research Capital (TRC)
New York
$11.1K -$7.05K -8 -40%
WIA
14
Wetzel Investment Advisors
Indiana
$8.7K – – –
Comerica Bank
15
Comerica Bank
Texas
$6.47K – – –
AF
16
Allworth Financial
California
$1.85K – – –
NSIM
17
North Star Investment Management
Illinois
$1.85K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K – – –
TWC
19
TD Waterhouse Canada
Ontario, Canada
$935 +$881 +1 New
UBS Group
20
UBS Group
Switzerland
$925 – – –

BH.A Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class A (BH.A) for Q1 2024, worth a combined $170M — up 22% from $139M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BH.A positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Biglari Capital Corp, adding an estimated $900K. The largest seller was Vanguard Group, cutting an estimated $463K.

  • 20 institutional investors held Biglari Holdings Class A (BH.A) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $170M of Biglari Holdings Class A stock for Q1 2024, up 22% quarter-over-quarter.
  • 1 fund opened new Biglari Holdings Class A positions in Q1 2024 and 0 closed out, a net change of +1 holder.
  • The largest Biglari Holdings Class A buyer in Q1 2024 was Biglari Capital Corp, an estimated $900K added.
  • The largest Biglari Holdings Class A seller in Q1 2024 was Vanguard Group, an estimated $463K sold.

Based on aggregated 13F filings for Q1 2024.