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Biglari Holdings Class B
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Overview Fund Activity

68 hedge funds and large institutions have $279M invested in Biglari Holdings Class B in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
29
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCC
1
Biglari Capital Corp
Texas
$221M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.49M
3
BlackRock
3
BlackRock
New York
$9.03M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.4M
5
GCP
5
GSA Capital Partners
United Kingdom
$376K

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$1.35M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$201K
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$527K
5
RWM
5
Ritholtz Wealth Management
New York
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
BCC
1
Biglari Capital Corp
Texas
$221M 1,337,666 +9,813 +0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.4M 87,545 +3,365 +4%
BlackRock
3
BlackRock
New York
$9.03M 54,737 +3,934 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.69M 28,443 +285 +1%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.68M 16,257 +789 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.5M 15,136 +678 +5%
AI
7
Acuitas Investments
Washington
$2.38M 14,455 +144 +1%
BCM
8
Bridgeway Capital Management
Texas
$2.28M 13,851 +576 +4%
State Street
9
State Street
Massachusetts
$2.07M 12,525 +78 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.75M 10,627 -252 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.49M 9,028 +6,276 +228%
Northern Trust
12
Northern Trust
Illinois
$1.41M 8,552 +473 +6%
Prudential Financial
13
Prudential Financial
New Jersey
$1.35M 8,174 -2,020 -20%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.26M 7,652 – –
EF
15
Empowered Funds
Pennsylvania
$1.26M 7,651 +576 +8%
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$918K 5,566 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$656K 3,980 +1,481 +59%
MAM
18
Martingale Asset Management
Massachusetts
$542K 3,284 -30 -0.9%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$527K 3,198 -878 -22%
MAM
20
Marquette Asset Management
Minnesota
$506K 3,070 +70 +2%
SO
21
STRS Ohio
Ohio
$494K 3,000 – –
Bank of America
22
Bank of America
North Carolina
$440K 2,670 +1,042 +64%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$425K 2,579 +395 +18%
RG
24
Rathbones Group
United Kingdom
$379K 2,300 – –
GCP
25
GSA Capital Partners
United Kingdom
$376K 2,281 +2,281 New
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