Institutional
BIGLARI CAPITAL CORP.
CIK 0001334429
$929.4M
Reported AUM
12
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · BIGLARI CAPITAL CORP. · Q1 2026
AI · grounded in 13F
BIGLARI CAPITAL CORP. trimmed its position in CRACKER BARREL OLD CTRY STOR CBRL by 93.87%. The fund accumulated shares of FERRARI N V RACE, increasing the position by 29.44%. It also slightly increased its holding in BIGLARI HLDGS INC BH by 0.69%. The fund ended the period with 12 positions and total AUM of $929,393,467.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BH | BIGLARI HLDGS INC | $399.02 | 4.32% | 33.46% | 128.21% | $467.1M | 50.26% | — | HELD |
| 2 | BH/A | BIGLARI HLDGS INC | — | — | — | — | $269.2M | 28.97% | — | HELD |
| 3 | RACE | FERRARI N V | $397.73 | 3.12% | -7.78% | 90.35% | $98.8M | 10.63% | — | HELD |
| 4 | LOCO | EL POLLO LOCO HLDGS INC | $16.48 | -0.30% | 57.70% | 4.90% | $55.4M | 5.97% | — | HELD |
| 5 | JACK | JACK IN THE BOX INC | $16.34 | -0.79% | -15.03% | -83.03% | $16.3M | 1.75% | — | HELD |
| 6 | WYNN | WYNN RESORTS LTD | $100.70 | 1.71% | -5.84% | 2.37% | $14.6M | 1.57% | — | HELD |
| 7 | KMX | CARMAX INC | $58.70 | -0.69% | 3.41% | -53.77% | $5.2M | 0.56% | — | HELD |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.4M | 0.15% | — | HELD |
| 9 | CBRL | CRACKER BARREL OLD CTRY STOR | $57.08 | 0.94% | -0.72% | -51.21% | $1.0M | 0.11% | — | HELD |
| 10 | BHC | BAUSCH HEALTH COS INC | — | — | 5.60% | -79.30% | $222K | 0.02% | — | HELD |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.31 | 7.64% | 73.36% | 267.64% | $34K | 0.00% | — | HELD |
| 12 | KO | COCA COLA CO | $88.49 | -0.66% | 30.56% | 80.02% | $9K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0000921895-26-001419. 13F discloses long positions only — shorts, foreign equities, and options are excluded.