Sardar Biglari Portfolio Concentration Analysis for June 30, 2026
Sardar Biglari's portfolio as of June 30, 2026, shows significant concentration with Ferrari N.V. (RACE) and Coca-Cola Co. (KO) leading holdings.
As of June 30, 2026, Sardar Biglari's investment portfolio totals $62,238,300.
The analysis reveals a highly concentrated position in Ferrari N.V. (RACE), which accounts for approximately 33.74% of the total value and represents his largest holding. This stock is currently trading at a market capitalization that reflects its substantial weight within Biglari's investment strategy.
Second on the list, Coca-Cola Co. (KO) holds significant sway with an allocation of 14.4%. The holdings data shows positive changes for both these stocks from the previous period: Ferrari saw an increase in shares by 6800 (+13.71%) while KO increased by 1238 shares (+1.14%).
Together, these two positions constitute roughly half of Biglari's portfolio (around 48%), highlighting the concentrated nature of his investments.
The remaining holdings include El Pollo Loco Holdings Inc. (LOCO), Jack in the Box Inc. (JACK), CarMax Inc. (KMX), Wynn Resorts Ltd. (WYNN), Cracker Barrel Old Country Store, Inc. (CBRL), and Taiwan Semiconductor Manufacturing Co. (TSM). These positions show stability with no change in shares from prior periods.
From a sector perspective, Biglari's portfolio is dominated by Consumer Cyclical stocks, which make up 39.99% of the total value through holdings like LOCO, JACK, KMX, WYNN, and CBRL.
A substantial portion of his investments falls into the 'Unknown' sector category due to the lack of specified data for Ferrari N.V. (RACE), which accounts for 33.74% of the portfolio value.
Technology is represented by Taiwan Semiconductor Manufacturing Co. (TSM) at a modest allocation of 11.6%. Financial Services constitute only 0.28% through Atlantic AmeriCorps, Inc. (AAME), while Consumer Defensive makes up another small part with Coca-Cola Co. (KO).