We are live on ! Find out more
BH icon

Biglari Holdings Class B

73 hedge funds and large institutions have $329M invested in Biglari Holdings Class B in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

6% more funds holding

Funds holding: 6973 (+4)

2% more capital invested

Capital invested by funds: $321M → $329M (+$8M)

0.43% more ownership

Funds ownership: 81.74%82.17% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
26
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$261M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.4M +$254K +1,291 +1%
BlackRock
3
BlackRock
New York
$10.3M +$102K +520 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.54M +$1.97M +10,032 +35%
N
5
Nuveen
North Carolina
$3.21M +$26.3K +134 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.12M +$96.3K +490 +3%
BCM
7
Bridgeway Capital Management
Texas
$2.88M +$106K +540 +4%
State Street
8
State Street
Massachusetts
$2.47M +$25.5K +130 +1%
AI
9
Acuitas Investments
Washington
$2.42M -$735K -3,740 -23%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.28M +$175K +888 +8%
EF
11
Empowered Funds
Pennsylvania
$1.69M +$106K +540 +7%
Northern Trust
12
Northern Trust
Illinois
$1.54M -$53.3K -271 -3%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$1.48M
Prudential Financial
14
Prudential Financial
New Jersey
$1.32M -$7.86K -40 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$910K +$94.3K +480 +11%
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$837K -$19.7K -100 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$764K +$25.5K +130 +3%
MAM
18
Martingale Asset Management
Massachusetts
$635K
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$609K +$192K +977 +45%
SO
20
STRS Ohio
Ohio
$503K
GCP
21
GSA Capital Partners
United Kingdom
$487K +$21.6K +110 +5%
Renaissance Technologies
22
Renaissance Technologies
New York
$461K +$43.2K +220 +10%
MAM
23
Marquette Asset Management
Minnesota
$449K -$147K -746 -24%
RG
24
Rathbones Group
United Kingdom
$445K
Charles Schwab
25
Charles Schwab
California
$426K

BH Hedge Fund Activity: Q2 2024 in Review

73 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q2 2024, worth a combined $329M — up 2.5% from $321M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BH positions and 6 closed out — a net gain of 4 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.97M. The largest seller was Acuitas Investments, cutting an estimated $735K.

  • 73 institutional investors held Biglari Holdings Class B (BH) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $329M of Biglari Holdings Class B stock for Q2 2024, up 2.5% quarter-over-quarter.
  • 10 funds opened new Biglari Holdings Class B positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest Biglari Holdings Class B buyer in Q2 2024 was Vanguard Group, an estimated $1.97M added.
  • The largest Biglari Holdings Class B seller in Q2 2024 was Acuitas Investments, an estimated $735K sold.

Based on aggregated 13F filings for Q2 2024.