Q3 2019 Holdings
Filed 2019-11-14 | 16 holdings | $458.6M | 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 | $325.3M | 2,000,000 | 70.9% |
| Biglari Hldgs Inc(BH) | COM STK CL B | 08986R309 | $124.5M | 1,142,386 | 27.2% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $8.6M | 395,000 | 1.9% |
| Biglari Hldgs Inc(BH/A) | COM STK CL A | 08986R408 | $68.8K | 122,665 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $34.7K | 375,000 | 0.0% |
| Unico Amern Corp(UNAM) | COM | 904607108 | $3.4K | 527,100 | 0.0% |
| Semgroup Corp | CL A | 81663A105 | $1.7K | 101,000 | 0.0% |
| Delek Logistics Partners LP(DKL) | COM UNT RP INT | 24664T103 | $1.4K | 44,961 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $624 | 2 | 0.0% |
| Investors Title Co(ITIC) | COM | 461804106 | $212 | 1,324 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $205 | 2,100 | 0.0% |
| Abraxas Pete Corp(AXASEUR) | COM | 003830106 | $121 | 239,364 | 0.0% |