13F Portfolios

BIGLARI CAPITAL CORP.: BIGLARI HLDGS INC (BH): Quarterly 13F Position History

As of Q1 2026, BIGLARI CAPITAL CORP. reported 1,417,285 shares of BIGLARI HLDGS INC (BH), worth $467.1M and representing 50.3% of its 13F equity book. Quarter-over-quarter share count change: + 9,717 (+0.7%) . The position first appeared in Q2 2018 and has been disclosed across 32 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,417,285 +9,717 +0.7% $467.1M 50.3% $329.6
Q4 2025 1,407,568 +13,131 +0.9% $467.9M 50.2% $332.4
Q3 2025 1,394,437 0 $451.3M 49.4% $323.6
Q2 2025 1,394,437 0 $407.5M 47.1% $292.2
Q1 2025 1,394,437 0 $302.0M 42.6% $216.5
Q4 2024 1,394,437 +45,366 +3.4% $354.6M 42.3% $254.3
Q3 2024 1,349,071 0 $232.1M 35.6% $172.0
Q2 2024 1,349,071 0 $260.9M 39.7% $193.4
Q1 2024 1,349,071 +11,405 +0.9% $255.9M 34.3% $189.7
Q4 2023 1,337,666 +9,813 +0.7% $220.6M 32.5% $164.9
Q3 2023 1,327,853 0 $220.4M 34.4% $166.0
Q2 2023 1,327,853 0 $261.8M 34.7% $197.1
Q1 2023 1,327,853 0 $224.7M 31.3% $169.2
Q4 2022 1,327,853 0 $184.3M 31.6% $138.8
Q3 2022 1,327,853 0 $153.5M 33.7% $115.6
Q2 2022 1,327,853 0 $162.9M 38.7% $122.7
Q1 2022 1,327,853 0 $192.0M 33.4% $144.6
Q4 2021 1,327,853 +39,776 +3.1% $189.3M 28.9% $142.6
Q3 2021 1,288,077 +12,937 +1.0% $221.3M 30.4% $171.8
Q2 2021 1,275,140 +19,311 +1.5% $203.3M 28.8% $159.5
Q1 2021 1,255,829 +1,888 +0.2% $166.7M 23.8% $132.8
Q4 2020 1,253,941 +84,017 +7.2% $139.4M 24.8% $111.2
Q3 2020 1,169,924 +22,966 +2.0% $104.1M 20.9% $89.0
Q2 2020 1,146,958 0 $79.1M 18.6% $69.0
Q1 2020 1,146,958 0 $59.0M 20.0% $51.4
Q4 2019 1,146,958 +4,572 +0.4% $131.2M 22.4% $114.4
Q3 2019 1,142,386 0 $124.5M 21.9% $109.0
Q2 2019 1,142,386 +19,074 +1.7% $118.6M 16.7% $103.9
Q1 2019 1,123,312 0 $158.8M 19.0% $141.4
Q4 2018 1,123,312 +350 +0.0% $127.6M 14.0% $113.6
Q3 2018 1,122,962 0 $203.6M 19.7% $181.3
Q2 2018 1,122,962 $206.1M 19.0% $183.5

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did BIGLARI CAPITAL CORP. first disclose a BH position in 13F-HR filings?

BIGLARI CAPITAL CORP. first reported BIGLARI HLDGS INC (BH) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 reported quarters within Pactolio's tracked window.

What was BIGLARI CAPITAL CORP.'s most recent quarter-over-quarter share-count change in BH?

Between Q4 2025 and Q1 2026, BIGLARI CAPITAL CORP. added 9,717 shares of BH (+0.7%), bringing the total reported position to 1,417,285 shares at a market value of $467.1M.

Does the implied price-per-share represent BIGLARI CAPITAL CORP.'s cost basis in BH?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.