As of the latest SEC filings, Biglari Holdings Inc. (BH) is held by 140 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,111,563.43 in market value, representing a significant portion of its portfolio.
Funds holding Biglari Holdings Inc. (BH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BH
- CIK:
- 0001726173
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,111,563.43 | 21,577 | Mar 31, 2026 | May 28, 2026 |
|
PEJ
Invesco Leisure and Entertainment ETF
|
ETF | Invesco | 2.24% | $5,496,609.50 | 17,774 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,419,448.37 | 16,443 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,845,019.75 | 15,667 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $4,785,953.00 | 15,476 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,658,427.50 | 11,830 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,467,620.25 | 11,213 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $2,764,385.75 | 8,939 | Apr 30, 2026 | Jun 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,449,512.88 | 7,432 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,388,028.50 | 7,722 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,251,649.25 | 7,281 | Apr 30, 2026 | Jun 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,062,388.25 | 6,669 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $1,954,798.29 | 5,931 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,716,314.28 | 4,426 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,714,172.75 | 5,543 | Apr 30, 2026 | Jun 29, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.14% | $1,643,006.15 | 4,985 | Mar 31, 2026 | May 21, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.05% | $1,640,262.00 | 5,304 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,300,614.12 | 3,354 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,186,606.80 | 3,060 | Feb 28, 2026 | Apr 24, 2026 |
|
VCDAX
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
ETF | Vanguard | 0.02% | $1,110,601.92 | 2,864 | Feb 28, 2026 | Apr 28, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $998,877.50 | 3,230 | Apr 30, 2026 | Jun 24, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.08% | $950,207.97 | 2,883 | Mar 31, 2026 | May 29, 2026 |
|
JSCZX
JPMorgan U.S. Small Company Fund
|
MF | JPMorgan | 0.10% | $928,125.44 | 2,816 | Mar 31, 2026 | May 29, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $845,180.25 | 2,733 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $755,497.75 | 2,443 | Apr 30, 2026 | Jun 24, 2026 |
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