Biglari, Sardar

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Biglari, Sardar reported 9 stock positions worth $29.5 million. Its top holding was Coca-Cola (KO) at 22.2% of the portfolio, followed by Ferrari (RACE, 18.4%) and Taiwan Semiconductor-SP ADR (TSM, 15.7%). Compared with Q1 2024, it added to 2. The biggest buy was Coca-Cola (KO, shares +6%).

Most Recent 13F
Q2 2026
Location
San Antonio, TX
CIK
0001334430
Portfolio Value
$29.5M (Q2 2024)
SEC Filing
0000921895-24-001823 ↗ filed Aug 14, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $30.8M Q1 2024 Q2 2024: $29.5M $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 Q2 2026

Holdings 9 stocks · $29.5M

KO The Coca-Cola Co. 22.15% 102,703 $6.5M Add +5.7%
RACE Ferrari NV 18.41% 13,300 $5.4M No change
TSM Taiwan Semiconductor-SP ADR 15.74% 26,728 $4.6M No change
JACK Jack in the Box Inc. 14.62% 84,717 $4.3M Add +33.6%
CBRL Cracker Barrel Old Country 9.88% 69,141 $2.9M No change
BABA Alibaba Group Holding-SP ADR 7.56% 31,000 $2.2M No change
KMX Carmax Inc. 6.11% 24,600 $1.8M No change
LOCO El Pollo Loco Holdings Inc. 4.60% 120,000 $1.4M No change
AAME Atlantic American Corp. 0.92% 159,760 $270K No change

Portfolio Sells Q1 2024 → Q2 2024

None this quarter.

Portfolio Buys Q1 2024 → Q2 2024

KO The Coca-Cola Co. Add +5.7% 22.15% +2.82
JACK Jack in the Box Inc. Add +33.6% 14.62% +0.50

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