San Antonio, TXCIK 13344294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Biglari Hldgs Inc | 1.41M | $467.92M | 50.2% | +13.1K | Added |
| 2 | Biglari Hldgs Inc | 154.5K | $268.79M | 28.8% | +797 | Added |
| 3 | Ferrari N V | 225.6K | $83.37M | 8.9% | +18.0K | Added |
| 4 | El Pollo Loco Hldgs Inc |
| 4.00M |
| $41.84M |
| 4.5% |
| 0 |
| Held |
| 5 | Jack In The Box Inc | 1.68M | $31.91M | 3.4% | 0 | Held |
| 6 | Wynn Resorts Ltd | 143.8K | $17.30M | 1.9% | 0 | Held |
| 7 | Cracker Barrel Old Ctry Stor | 585.0K | $14.86M | 1.6% | 0 | Held |
| 8 | Carmax Inc | 125.4K | $4.85M | 0.5% | 0 | Held |
| 9 | Berkshire Hathaway Inc Del | 2 | $1.51M | 0.2% | 0 | Held |
| 10 | Bausch Health Cos Inc | 41.1K | $285.4K | 0.0% | 0 | Held |
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