Biglari Capital 13F holdings, Q1 2022
Holdings as of March 31, 2022 · filings on SEC EDGAR · latest filing →
Biglari Capital disclosed 9 US equity positions worth $96.9bn in its Q1 2022 13F filing. The largest position was JACK at 99.5% of the reported book, followed by CRACKER BARREL OLD CTRY STOR and BIGLARI HLDGS INC. Against the Q4 2021 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 9 holdings.
What did Biglari Capital own in Q1 2022? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2021 |
|---|---|---|---|---|---|---|---|
| 1 | JACK JACK IN THE BOX INC | Consumer Cyclical | 99.5% | $96.3bn | 1,031,461 | 1450% | added |
| 2 | CRACKER BARREL OLD CTRY STOR | 0.2% | $237.5m | 2,000,000 | 0% | held | |
| 3 | BIGLARI HLDGS INC | 0.2% | $192.0m | 1,327,853 | 0% | held | |
| 4 | BIGLARI HLDGS INC | 0.1% | $64.2m | 145,700 | 0% | held | |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.0% | $10.9m | 100,000 | 25% | added |
| 6 | BHC BAUSCH HEALTH COS INC | Healthcare | 0.0% | $9.0m | 395,000 | 0% | held |
| 7 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.0% | $7.3m | 147,000 | 0% | held |
| 8 | BRK/A BERKSHIRE HATHAWAY INC DEL | 0.0% | $2.1m | 3 | -97% | reduced | |
| 9 | UNICO AMERN CORP | 0.0% | $1.5m | 527,100 | 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.