Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Biglari Holdings Inc.BH · Entity 4809 | 10% owner | June 04, 2026 | June 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Biglari Holdings Inc.
Report date June 04, 2026 · Filed June 05, 2026
Jointly reported with BIGLARI, SARDAR, BIGLARI CAPITAL CORP.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table I · non-derivative | IndirectBy The Lion Fund, L.P. | 1,400,382 |
Last balance in matching sequence
After 2026-06-05 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-06-04 · Purchase · Acquired 1,743 · Balance 1,399,847 F3: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $284.99 to $287.50. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2: Shares owned directly by The Lion Fund, L.P. (the "Lion Fund"). BCC is the general partner of the Lion Fund. Mr. Biglari is the sole member, Chairman and Chief Executive Officer of BCC. By virtue of these relationships, BCC and Mr. Biglari may be deemed to beneficially own the shares of Class A and Class B common stock of the Issuer owned directly by the Lion Fund. Row 2 · 2026-06-05 · Purchase · Acquired 535 · Balance 1,400,382 F4: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $293.34 to $298.81. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2: Shares owned directly by The Lion Fund, L.P. (the "Lion Fund"). BCC is the general partner of the Lion Fund. Mr. Biglari is the sole member, Chairman and Chief Executive Officer of BCC. By virtue of these relationships, BCC and Mr. Biglari may be deemed to beneficially own the shares of Class A and Class B common stock of the Issuer owned directly by the Lion Fund. |
| Class A common stockSEC Table I · non-derivative | IndirectBy The Lion Fund, L.P. | 128,811.7 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 128,811.7 F2: Shares owned directly by The Lion Fund, L.P. (the "Lion Fund"). BCC is the general partner of the Lion Fund. Mr. Biglari is the sole member, Chairman and Chief Executive Officer of BCC. By virtue of these relationships, BCC and Mr. Biglari may be deemed to beneficially own the shares of Class A and Class B common stock of the Issuer owned directly by the Lion Fund. |
| Class A common stockSEC Table I · non-derivative | Direct | 0.1 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0.1 |
| Class A common stockSEC Table I · non-derivative | IndirectBy Biglari Capital Corp. | 25,663.1 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 25,663.1 F1: Shares owned directly by Biglari Capital Corp. ("BCC"), including shares of Class A and Class B common stock of the Issuer transferred for no consideration by Sardar Biglari to BCC. Mr. Biglari may be deemed a beneficial owner of the shares of Class A and Class B common stock of the Issuer owned directly by BCC. |
| Class B common stockSEC Table I · non-derivative | Direct | 1 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1 |
| Class B common stockSEC Table I · non-derivative | IndirectBy Biglari Capital Corp. | 71,855 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 71,855 F1: Shares owned directly by Biglari Capital Corp. ("BCC"), including shares of Class A and Class B common stock of the Issuer transferred for no consideration by Sardar Biglari to BCC. Mr. Biglari may be deemed a beneficial owner of the shares of Class A and Class B common stock of the Issuer owned directly by BCC. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares owned directly by Biglari Capital Corp. ("BCC"), including shares of Class A and Class B common stock of the Issuer transferred for no consideration by Sardar Biglari to BCC. Mr. Biglari may be deemed a beneficial owner of the shares of Class A and Class B common stock of the Issuer owned directly by BCC.
F2: Shares owned directly by The Lion Fund, L.P. (the "Lion Fund"). BCC is the general partner of the Lion Fund. Mr. Biglari is the sole member, Chairman and Chief Executive Officer of BCC. By virtue of these relationships, BCC and Mr. Biglari may be deemed to beneficially own the shares of Class A and Class B common stock of the Issuer owned directly by the Lion Fund.
F3: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $284.99 to $287.50. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F4: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $293.34 to $298.81. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 21, 2019 Filed May 23, 2019 01:39 UTC | Biglari Holdings Inc. BH · Entity 4809 | PurchaseClass B common stock | 300 | $101.38 | $30,414.00 |
DisclosureSEC source: 0000921895-19-001627 · form407428007_05222019.xml · nonDerivative · entry 8 BIGLARI, SARDAR · CIK 0001334430 · Director · Chairman and CEO · 10% owner BIGLARI CAPITAL CORP. · CIK 0001334429 · 10% owner LION FUND II, L.P. · CIK 0001580602 · 10% owner LION FUND, L.P. · CIK 0001334426 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881 F4 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $101.10 to $102.00. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 21, 2019 Filed May 23, 2019 01:39 UTC | Biglari Holdings Inc. BH · Entity 4809 | PurchaseClass A common stock | 300 | $565.02 | $169,506.00 |
DisclosureSEC source: 0000921895-19-001627 · form407428007_05222019.xml · nonDerivative · entry 2 BIGLARI, SARDAR · CIK 0001334430 · Director · Chairman and CEO · 10% owner BIGLARI CAPITAL CORP. · CIK 0001334429 · 10% owner LION FUND II, L.P. · CIK 0001580602 · 10% owner LION FUND, L.P. · CIK 0001334426 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,993.1 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $565.00 to $565.02. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commision (the "SEC"), upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 20, 2019 Filed May 23, 2019 01:39 UTC | Biglari Holdings Inc. BH · Entity 4809 | PurchaseClass B common stock | 230 | $101.17 | $23,269.10 |
DisclosureSEC source: 0000921895-19-001627 · form407428007_05222019.xml · nonDerivative · entry 7 BIGLARI, SARDAR · CIK 0001334430 · Director · Chairman and CEO · 10% owner BIGLARI CAPITAL CORP. · CIK 0001334429 · 10% owner LION FUND II, L.P. · CIK 0001580602 · 10% owner LION FUND, L.P. · CIK 0001334426 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581 F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $100.65 to $101.25. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 20, 2019 Filed May 23, 2019 01:39 UTC | Biglari Holdings Inc. BH · Entity 4809 | PurchaseClass A common stock | 300 | $540.00 | $162,000.00 |
DisclosureSEC source: 0000921895-19-001627 · form407428007_05222019.xml · nonDerivative · entry 1 BIGLARI, SARDAR · CIK 0001334430 · Director · Chairman and CEO · 10% owner BIGLARI CAPITAL CORP. · CIK 0001334429 · 10% owner LION FUND II, L.P. · CIK 0001580602 · 10% owner LION FUND, L.P. · CIK 0001334426 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,693.1 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.