BIGLARI, SARDAR

Fundamental concentrated ★Highest signal CIK 1334430
Long book
$50.9M
Q1 2026
Positions
10
Top-10 weight
100%
concentration
Last quarter
+18.3%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

BIGLARI, SARDAR is a concentrated fundamental stock-picker, running a $50.9M US long book across 10 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: FERRARI NV, COCA-COLA CO/THE, WYNN RESORTS LTD, EL POLLO LOCO HOLDINGS INC, TAIWAN SEMICONDUCTOR-SP ADR.

Over the last 9 quarters its long book ran on average 3.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-8.0%
Q2 2024
+10.4%
Q3 2024
-6.9%
Q4 2024
-3.2%
Q1 2025
+8.5%
Q2 2025
+3.1%
Q3 2025
-8.2%
Q4 2025
-2.0%
Q1 2026
+18.3%

Sector allocation

Industrials
37%
Consumer discretionary
28%
Consumer staples
18%
Services media
16%
Financials
1%

Long book by quarter

$30.8M
Q1 2024
$29.5M
Q2 2024
$47.1M
Q3 2024
$43.8M
Q4 2024
$44.2M
Q1 2025
$47.1M
Q2 2025
$49.7M
Q3 2025
$48.3M
Q4 2025
$50.9M
Q1 2026

What does BIGLARI, SARDAR own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
RACE FERRARI NVIndustrials49.6K$16.8M33.0%+49.8%
KO COCA-COLA CO/THEConsumer staples109.0K$8.3M16.3%+1.8%
WYNN WYNN RESORTS LTDServices media70.2K$7.1M14.0%Held
LOCO EL POLLO LOCO HOLDINGS INCConsumer discretionary489.2K$6.8M13.3%Held
CBRL CRACKER BARREL OLD COUNTRYConsumer discretionary69.1K$1.9M3.8%Held
JACK JACK IN THE BOX INCConsumer discretionary200.6K$1.9M3.8%Held
KMX CARMAX INCConsumer discretionary41.1K$1.7M3.4%Held
AAME ATLANTIC AMERICAN CORPFinancials105.9K$247K0.5%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202610$50.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202610$48.3M canonicalSEC ↗
Q3 202513F-HRNov 14, 202510$49.7M canonicalSEC ↗
Q2 202513F-HRAug 14, 202510$47.1M canonicalSEC ↗
Q1 202513F-HRMay 15, 202510$44.2M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202510$43.8M canonicalSEC ↗
Q3 202413F-HRNov 14, 202410$47.1M canonicalSEC ↗
Q2 202413F-HRAug 14, 20249$29.5M canonicalSEC ↗
Q1 202413F-HRMay 15, 20249$30.8M canonicalSEC ↗