Biglari Capital Corp. reported 12 positions worth $1.19B for the quarter ended Jun 30, 2026, up 28.5% on the prior quarter. It opened 0 new positions, added to 2, trimmed 2 and exited 0. Its largest holding is Biglari Holdings Inc. at 52.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BH Biglari Holdings Inc. | Consumer Discretionary | 1.47M | $627.22M | 52.5% | +55.0K | +3.9% | Added | 70.67% |
| 2 | BH-A Biglari Holdings Inc. | Consumer Discretionary | 154.5K | $325.12M | 27.21% | 0 | 0.0% | Unchanged | 6.72% |
| 3 | RACE Ferrari N.V. | Consumer Discretionary | 347.0K | $129.18M | 10.81% | +55.0K | +18.8% | Added | 0.19% |
| 4 | LOCO El Pollo Loco Holdings, Inc. | Consumer Discretionary | 3.78M | $64.06M | 5.36% | -222.6K | -5.6% | Reduced | 12.4% |
| 5 | JACK Jack In The Box Inc | Consumer Discretionary | 1.68M | $26.62M | 2.23% | 0 | 0.0% | Unchanged | 2.02% |
| 6 | WYNN Wynn Resorts Ltd | Consumer Discretionary | 143.8K | $13.96M | 1.17% | 0 | 0.0% | Unchanged | 0.14% |
| 7 | KMX Carmax Inc | Consumer Discretionary | 125.4K | $6.63M | 0.555% | 0 | 0.0% | Unchanged | 0.09% |
| 8 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.50M | 0.125% | 0 | 0.0% | Unchanged | 0% |
| 9 | BHC Bausch Health Companies Inc. | Healthcare | 41.1K | $202.48K | 0.017% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | CBRL Cracker Barrel Old Country Store, Inc | Consumer Discretionary | 2,000 | $106.60K | <0.01% | -33.9K | -94.4% | Reduced | 0.01% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 100 | $47.76K | <0.01% | 0 | 0.0% | Unchanged | 0% |
| 12 | KO Coca Cola Co | Consumer Staples | 120 | $9.75K | <0.01% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Biglari Capital.
As of its Q2 2026 13F filing, Biglari Capital Corp.’s five largest positions were Biglari Holdings Inc. (BH) at 52.5%, Biglari Holdings Inc. (BH-A) at 27.2%, Ferrari N.V. (RACE) at 10.8%, El Pollo Loco Holdings, Inc. (LOCO) at 5.4%, Jack In The Box Inc (JACK) at 2.2% of the reported portfolio.
Biglari Capital Corp. reported a 13F portfolio worth $1.19B across 12 positions for Q2 2026. That is up 28.5% from the previous quarter.
Its largest purchases by value were Biglari Holdings Inc. ($23.41M), Ferrari N.V. ($20.48M). It opened 0 new positions.
Its largest sales by value were El Pollo Loco Holdings, Inc. ($3.78M), Cracker Barrel Old Country Store, Inc ($1.80M). It exited 0 positions entirely.
From the Form 13F-HR reports Biglari Capital Corp. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.