Q3 2021 Holdings
Filed 2021-11-15 | 18 holdings | $517.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $279.7M | 2,000,000 | 54.1% |
| Biglari Hldgs Inc(BH) | COM STK CL B | 08986R309 | $221.3M | 1,288,077 | 42.8% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $11.0M | 395,000 | 2.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.0M | 34,000 | 1.0% |
| Biglari Hldgs Inc(BH/A) | COM STK CL A | 08986R408 | $119.3K | 145,502 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $50.2K | 122 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $18.5K | 155,000 | 0.0% |
| Alleghany Corp MD(YUSD) | COM | 017175100 | $17.9K | 28,600 | 0.0% |
| Unico Amern Corp(UNAM) | COM | 904607108 | $1.8K | 527,100 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.6K | 6,000 | 0.0% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $704 | 73,477 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $299 | 2,100 | 0.0% |