2026 Q2 Portfolio Activity
In 2026 Q2, BIGLARI, SARDAR maintained a portfolio of 10 distinct positions. They heavily accumulated shares in FERRARI N V, increasing the position by 13.7%.
Position History
hover any row below to update
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Total Positions
10
Quarter
2026 Q2
Top Holding
RACE (33.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
BIGLARI, SARDAR Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RACE
FERRARI N V
|
Consumer Cyclical | 33.74% | 32.98% |
#1
Prev: #1
|
8.0 |
—
|
6,800 | 13.7% |
P
S
|
56,400 | $20,997,156 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 14.40% | 16.29% |
#2
Prev: #2
|
6.0 |
—
|
1,238 | 1.1% |
P
S
|
110,248 | $8,959,855 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LOCO
EL POLLO LOCO H...
|
Consumer Cyclical | 13.33% | 13.32% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
489,247 | $8,297,629 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 11.60% | 10.03% |
#4
1
Prev: #5
|
5.5 |
—
|
no change | no change |
P
S
|
15,111 | $7,216,560 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WYNN
WYNN RESORTS LT...
|
Consumer Cyclical | 10.95% | 14.00% |
#5
2
Prev: #3
|
5.5 |
—
|
no change | no change |
P
S
|
70,200 | $6,815,718 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CBRL
CRACKER BARREL ...
|
Consumer Cyclical | 5.92% | 3.82% |
#6
Prev: #6
|
3.4 |
—
|
no change | no change |
P
S
|
69,141 | $3,685,215 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JACK
JACK IN THE BOX...
|
Consumer Cyclical | 5.10% | 3.81% |
#7
Prev: #7
|
3.0 |
—
|
no change | no change |
P
S
|
200,617 | $3,171,755 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KMX
CARMAX INC
|
Consumer Cyclical | 3.49% | 3.36% |
#8
Prev: #8
|
2.4 |
—
|
no change | no change |
P
S
|
41,100 | $2,173,779 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 1.20% | 1.91% |
#9
Prev: #9
|
1.5 |
—
|
no change | no change |
P
S
|
7,750 | $743,845 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAME
ATLANTIC AMERN ...
|
Financial Services | 0.28% | 0.48% |
#10
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
105,861 | $176,788 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings