Biglari Capital 13F holdings, Q4 2019
Holdings as of December 31, 2019 · filings on SEC EDGAR · latest filing →
Biglari Capital disclosed 10 US equity positions worth $437.4m in its Q4 2019 13F filing. The largest position was CRACKER BARREL OLD CTRY STOR at 70.3% of the reported book, followed by TIFFANY & CO NEW and BIGLARI HLDGS INC. Against the Q3 2019 filing, it opened 1 new position, added to 2 and reduced 0 among the top 10 holdings.
What did Biglari Capital own in Q4 2019? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2019 |
|---|---|---|---|---|---|---|---|
| 1 | CRACKER BARREL OLD CTRY STOR | 70.3% | $307.5m | 2,000,000 | 0% | held | |
| 2 | TIFFANY & CO NEW | 11.5% | $50.1m | 375,000 | 0% | held | |
| 3 | BIGLARI HLDGS INC | 9.9% | $43.2m | 133,172 | 9% | added | |
| 4 | BIGLARI HLDGS INC | 4.3% | $18.9m | 1,146,958 | 0% | held | |
| 5 | BHC BAUSCH HEALTH COS INC | Healthcare | 2.7% | $11.8m | 395,000 | 0% | held |
| 6 | UNICO AMERN CORP | 0.8% | $3.3m | 527,100 | 0% | held | |
| 7 | ET ENERGY TRANSFER LP | Energy | 0.2% | $943.0k | 73,477 | – | new |
| 8 | ABRAXAS PETE CORP | 0.2% | $805.0k | 2,292,201 | 858% | added | |
| 9 | BRK/A BERKSHIRE HATHAWAY INC DEL | 0.2% | $679.0k | 2 | 0% | held | |
| 10 | EA ELECTRONIC ARTS INC | Communication Services | 0.1% | $226.0k | 2,100 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.