Q1 2023 Holdings
Filed 2023-05-15 | 19 holdings | $718.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $227.2M | 2,000,000 | 31.6% |
| Biglari Hldgs Inc(BH) | COM STK CL B | 08986R309 | $224.7M | 1,327,853 | 31.3% |
| Biglari Hldgs Inc(BH/A) | COM STK CL A | 08986R408 | $121.3M | 145,700 | 16.9% |
| Jack in the BOX Inc(JACK) | COM | 466367109 | $94.1M | 1,073,883 | 13.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $32.1M | 118,300 | 4.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $6.8M | 73,272 | 0.9% |
| Carmax Inc(KMX) | COM | 143130102 | $5.7M | 88,220 | 0.8% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $3.2M | 395,000 | 0.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.9M | 19,000 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $931.2K | 2 | 0.1% |
| Unico Amern Corp(UNAM) | COM | 904607108 | $569.3K | 527,100 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $7.4K | 120 | 0.0% |