CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BH-A — Biglari Holdings Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BH-A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,281,709
+$1,027,643 QoQ
Shares Held
7,703
+12.6% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 112 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,801,597,006 across 34 Restaurants names. BH-A ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,201,372 | $1,676,292,864 | |
| 2 | SBUX |
Starbucks Corp
|
8,739,565 | $893,096,145 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,711,214 | $764,547,195 | |
| 4 | YUM |
Yum Brands Inc
|
1,777,309 | $284,120,616 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,154,311 | $277,246,574 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
578,148 | $111,715,537 | |
| 7 | EAT |
Brinker International, Inc
|
634,754 | $106,638,672 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,206,398 | $86,631,439 |
All Filings in BH-A
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BH | $3,281,709 | 7,703 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BH | $2,254,066 | 6,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BH | $2,335,985 | 7,027 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BH | $2,333,840 | 7,211 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 BH | $642,569 | 2,199 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 BH | $506,270 | 2,338 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 BH | $591,732 | 2,327 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 BH | $378,938 | 2,203 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 BH | $426,016 | 2,203 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 BH | $417,865 | 2,203 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 BH | $363,340 | 2,203 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 BH | $365,698 | 2,203 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 BH | $434,299 | 2,203 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BH | $367,502 | 2,172 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 BH | $296,199 | 2,134 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 BH | $246,690 | 2,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 BH | $261,841 | 2,134 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BH | $346,196 | 2,394 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 BH | $245,362 | 1,721 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 BH | $295,685 | 1,721 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 BH | $1,030,814 | 6,464 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 BH | $873,826 | 6,582 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $261,426 | 387 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 BH | $672,537 | 6,048 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $226,395 | 387 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 BH | $544,741 | 6,120 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 BH | $481,342 | 6,978 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 BH | $343,403 | 6,681 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||