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Biglari Holdings Inc.

BH Consumer Discretionary
$304.6 $-38.45 (-11.21%)
Market Cap: $1.09 B
Gurus Holding
3
Popularity Rank
#2763
% of Shares Held
4.43%
Net Activity (Q4 2025)
+$2.49 M

Guru Ownership Trend

Guru Analysis for Biglari Holdings Inc. (BH)

Biglari Holdings Inc. (BH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.38 M.

Top institutional holders include Renaissance Technologies and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $2.49 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 631.2%. Conversely, Renaissance Technologies reduced exposure by 28.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.96 M
Total Buy Value
New Buys 0
Additions 2
-$1.46 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Biglari Holdings Inc. (BH)

Major holders include Renaissance Technologies ($3.65 M), Steven Cohen ($3.55 M), Cliff Asness ($1.95 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 27,522 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.49 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited BH. The total reported sell value was $1.46 M.

Yes, 0 managers opened new positions in BH, and 2 increased their existing holdings. The total reported buy value was $3.96 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -28.7% 10,970 $3.65 M Q4 2025
0.00% Add 631.2% 10,690 $3.55 M Q4 2025
0.00% Add 84.4% 5,862 $1.95 M Q4 2025
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