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Latest BIGLARI, SARDAR Stock Portfolio

$30.75Million– No. of Holdings #9

BIGLARI, SARDAR Performance:
2024 Q1: -1.72%YTD: -1.72%2023: 0.09%

Performance for 2024 Q1 is -1.72%, and YTD is -1.72%, and 2023 is 0.09%.

About BIGLARI, SARDAR and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BIGLARI, SARDAR reported an equity portfolio of $30.8 Millions as of 31 Mar, 2024.

The top stock holdings of BIGLARI, SARDAR are KO, RACE, CBRL. The fund has invested 19.3% of it's portfolio in COCA COLA CO and 18.9% of portfolio in FERRARI N V.

The fund showed a lot of confidence in some stocks as they added substantially to COCA COLA CO (KO).
BIGLARI, SARDAR Equity Portfolio Value
Last Reported on: 15 May, 2024

BIGLARI, SARDAR Annual Return Estimates Vs S&P 500

Our best estimate is that BIGLARI, SARDAR made a return of -1.72% in the last quarter. In trailing 12 months, it's portfolio return was -10.56%.

New Buys

No new stocks were added by BIGLARI, SARDAR

Additions

Ticker% Inc.
coca cola co10.34

Additions to existing portfolio by BIGLARI, SARDAR

Reductions

None of the existing positions were reduced by BIGLARI, SARDAR

Sold off

None of the stocks were completely sold off by BIGLARI, SARDAR

Sector Distribution

BIGLARI, SARDAR has about 41.2% of it's holdings in Consumer Cyclical sector.

Sector%
Consumer Cyclical41.2
Others38
Consumer Defensive19.3
Financial Services1.5

Market Cap. Distribution

BIGLARI, SARDAR has about 26.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED38
SMALL-CAP34.3
MEGA-CAP19.3
LARGE-CAP7
NANO-CAP1.5

Stocks belong to which Index?

About 60.6% of the stocks held by BIGLARI, SARDAR either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others39.4
RUSSELL 200034.3
S&P 50026.3
Top 5 Winners (%)%
AAME
atlantic amern corp
14.3 %
KMX
carmax inc
13.5 %
LOCO
el pollo loco hldgs inc
10.4 %
KO
coca cola co
3.7 %
Top 5 Winners ($)$
KMX
carmax inc
0.3 M
KO
coca cola co
0.2 M
LOCO
el pollo loco hldgs inc
0.1 M
AAME
atlantic amern corp
0.1 M
Top 5 Losers (%)%
JACK
jack in the box inc
-16.1 %
CBRL
cracker barrel old ctry stor
-5.6 %
Top 5 Losers ($)$
JACK
jack in the box inc
-0.8 M
CBRL
cracker barrel old ctry stor
-0.3 M

BIGLARI, SARDAR Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BIGLARI, SARDAR

BIGLARI, SARDAR has 9 stocks in it's portfolio. JACK proved to be the most loss making stock for the portfolio. KMX was the most profitable stock for BIGLARI, SARDAR last quarter.

Last Reported on: 15 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions