Polymer Capital Management (US) LLC
Position in BH-A — Biglari Holdings Inc.
CIK 1973324
NEW YORK, NY
Position in BH-A
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$325,634
-$63,641 QoQ
Shares Held
988
-15.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BH-A Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $13,092,853 across 10 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMG |
Chipotle Mexican Grill Inc
|
77,640 | $2,639,760 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
12,079 | $2,334,025 | |
| 3 | BROS |
Dutch Bros Inc.
|
32,098 | $2,304,957 | |
| 4 | BLMN |
Bloomin' Brands, Inc.
|
174,068 | $1,590,981 | |
| 5 | BJRI |
BJs RESTAURANTS INC
|
25,184 | $1,529,676 | |
| 6 | CAVA |
Cava Group, Inc.
|
14,346 | $1,125,874 | |
| 7 | SHAK |
Shake Shack Inc.
|
11,959 | $669,943 | |
| 8 | SBUX |
Starbucks Corp
|
5,167 | $528,015 |
All Filings in BH-A
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BH | $325,634 | 988 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 BH | $389,275 | 1,171 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||