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Institutional

BIGLARI, SARDAR

CIK 0001334430
$50.9M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · BIGLARI, SARDAR · Q1 2026

AI · grounded in 13F

Sardar Biglari increased the position in Ferrari N V RACE by 49.85%. The fund also accumulated shares of Coca Cola Co KO by 1.77%. These additions occurred alongside a 29.10% reduction in the holding for Taiwan Semiconductor Manuf TSM.

Portfolio · Q1 2026

RACE$16.8MKO$8.3MWYNN$7.1MLOCO$6.8MTSM$5.1MCBRL$1.9MJACK$1.9MKMX$1.7MBABA$972,315BS

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1RACEFERRARI N V$16.8M32.98%+16,500+49.8%
2KOCOCA COLA CO$8.3M16.29%+1,892+1.8%
3WYNNWYNN RESORTS LTD$7.1M14.00%HELD
4LOCOEL POLLO LOCO HLDGS INC$6.8M13.32%HELD
5TSMTAIWAN SEMICONDUCTOR MANUFAC$5.1M10.03%-6,203-29.1%
6CBRLCRACKER BARREL OLD CTRY STOR$1.9M3.82%HELD
7JACKJACK IN THE BOX INC$1.9M3.81%HELD
8KMXCARMAX INC$1.7M3.36%HELD
9BABAALIBABA GROUP HLDG LTD$972K1.91%HELD
10AAMEATLANTIC AMERN CORP$247K0.48%HELD

Source: SEC EDGAR · accession 0000921895-26-001420. 13F discloses long positions only — shorts, foreign equities, and options are excluded.