Biglari, Sardar

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Biglari, Sardar reported 10 stock positions worth $62.2 million. Its top holding was Ferrari (RACE) at 33.7% of the portfolio, followed by Coca-Cola (KO, 14.4%) and El Pollo Loco (LOCO, 13.3%). Compared with Q1 2026, it added to 2. The biggest buy was Ferrari (RACE, shares +14%).

Most Recent 13F
Q2 2026
Location
San Antonio, TX
CIK
0001334430
Portfolio Value
$62.2M (Q2 2026)
SEC Filing
0000921895-26-002190 ↗ filed Aug 14, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $30.8M Q1 2024 Q2 2024: $29.5M Q2 2024 Q3 2024: $47.1M Q3 2024 Q4 2024: $43.8M Q4 2024 Q1 2025: $44.2M Q1 2025 Q2 2025: $47.1M Q2 2025 Q3 2025: $49.7M Q3 2025 Q4 2025: $48.3M Q4 2025 Q1 2026: $50.9M Q1 2026 Q2 2026: $62.2M $62.2M Q2 2026

Holdings 10 stocks · $62.2M

RACE Ferrari NV 33.74% 56,400 $21.0M Add +13.7%
KO The Coca-Cola Co. 14.40% 110,248 $9.0M Add +1.1%
LOCO El Pollo Loco Holdings Inc. 13.33% 489,247 $8.3M No change
TSM Taiwan Semiconductor-SP ADR 11.60% 15,111 $7.2M No change
WYNN WYNN Resorts Ltd. 10.95% 70,200 $6.8M No change
CBRL Cracker Barrel Old Country 5.92% 69,141 $3.7M No change
JACK Jack in the Box Inc. 5.10% 200,617 $3.2M No change
KMX Carmax Inc. 3.49% 41,100 $2.2M No change
BABA Alibaba Group Holding-SP ADR 1.20% 7,750 $744K No change
AAME Atlantic American Corp. 0.28% 105,861 $177K No change

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

RACE Ferrari NV Add +13.7% 33.74% +0.76
KO The Coca-Cola Co. Add +1.1% 14.40% −1.89

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$62.2MRACE, KO, LOCO, TSM, WYNN
Q1 2026 10$50.9MRACE, KO, WYNN, LOCO, TSM
Q4 2025 10$48.3MRACE, WYNN, KO, TSM, LOCO
Q3 2025 10$49.7MRACE, WYNN, KO, TSM, LOCO
Q2 2025 10$47.1MRACE, KO, WYNN, LOCO, TSM
Q1 2025 10$44.2MRACE, KO, WYNN, LOCO, TSM
Q4 2024 10$43.8MRACE, KO, LOCO, TSM, WYNN
Q3 2024 10$47.1MRACE, KO, LOCO, WYNN, TSM
Q2 2024 9$29.5MKO, RACE, TSM, JACK, CBRL
Q1 2024 9$30.8MKO, RACE, CBRL, JACK, TSM