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BIGLARI CAPITAL CORP.

Q2 2025 · Filed 2025-08-14
Market Value
$865M
+22.0%
Holdings
13
New Purchases
0
Added To
3
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BH 47.10% 42.59% +4.51% $407M
RACE 10.47% 9.26% +1.20% $91M
BH-A 24.88% 23.84% +1.03% $215M
TSM 0.00% 0.00% +0.00% $23K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBRL 6.33% 10.95% -4.62% $55M
JACK 3.40% 4.12% -0.72% $29M
LOCO 5.09% 5.81% -0.72% $44M
KMX 0.97% 1.38% -0.40% $8M
BABA 0.00% 0.09% -0.09% $0
WYNN 1.56% 1.63% -0.08% $13M
BHC 0.03% 0.09% -0.06% $274K
BRK-A 0.17% 0.23% -0.06% $1M
KO 0.00% 0.00% -0.00% $8K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $1M 0.2%
Large Cap 2 $104M 12.0%
Mid Cap 2 $9M 1.0%
Small Cap 4 $721M 83.4%
Micro Cap 1 $29M 3.4%

Portfolio Analytics

Avg Market Cap
$298.6B
Median Market Cap
$5.7B
Avg P/E
19.7
Median P/E
24.0
Avg Dividend Yield
0.01%
Avg Beta
0.82
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BH 47.10% 1,394,437 $407M $292.21 $106M
2 BH-A 24.88% 153,677 $215M $1,400.37 $46M
3 RACE 10.47% 184,500 $91M $490.74 $25M +31,000 +20.2%
4 CBRL 6.33% 896,775 $55M $61.08 -$23M -1,103,225 -55.2%
5 LOCO 5.09% 4,000,000 $44M $11.01 $3M
6 JACK 3.40% 1,683,652 $29M $17.46 $198K +609,769 +56.8%
7 WYNN 1.56% 143,801 $13M $93.67 $2M +5,000 +3.6%
8 KMX 0.97% 125,420 $8M $67.21 -$1M
9 BRK-A 0.17% 2 $1M $728,800.00 -$139K
10 BHC 0.03% 41,070 $274K $6.66 -$374K -59,000 -59.0%
11 TSM —% 100 $23K $226.49 $6K
12 KO —% 120 $8K $70.75 -$104
13 BABA —% -$661K -5,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BABA —%
View SEC EDGAR Filings for BIGLARI CAPITAL CORP. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms