Biglari Holdings/$BH

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About Biglari Holdings

Biglari Holdings Inc is a holding company that owns subsidiaries in a range of businesses. The company's reportable segments include Restaurant Operations, Insurance Operations, and Oil and Gas Operations. Its restaurant operations include Steak n Shake and Western Sizzlin. Its insurance operations include First Guard, Southern Pioneer, and Biglari Reinsurance. Oil and gas operations include Southern Oil and Abraxas Petroleum. The company also reports segment information for Maxim. The majority of revenue is derived from the Restaurant Operations Segment.
Ticker
$BH
Primary listing
NYSE
Employees
2,359

Biglari Holdings Metrics

BasicAdvanced
$1.1B
-
-$115.94
0.53
-

Bulls say / Bears say

Steak n Shake domestic same-store sales rose 11.9% in the second quarter, and franchise-partner same-store sales increased 14.5%, suggesting strong underlying customer demand despite the shrinking company-operated base. (SEC filing)
First-half restaurant revenue increased to $140.9 million from $136.4 million, while franchise-partner fees rose to $43.7 million from $37.3 million, supporting the strategic shift toward a more asset-light operating model. (SEC filing)
The company reported no restaurant long-lived-asset impairment in the first half of 2026, versus a $1.3 million impairment in the prior-year period, and insurance losses and underwriting expenses declined to $30.0 million from $33.0 million. (SEC filing)
Second-quarter net earnings fell to $39.9 million from $50.9 million year over year, while investment-partnership gains declined to $35.6 million from $58.5 million, highlighting meaningful exposure to volatile mark-to-market investment results. (SEC filing)
Cash and cash equivalents fell to $68.4 million from $268.8 million at year-end, while first-half investing cash outflows reached $238.4 million; although total cash and investments remained substantial, the shift indicates aggressive capital deployment and lower immediately available liquidity. (SEC filing)
Steak n Shake carries a $225 million loan at a fixed 8.8% interest rate, while eight of its 126 company-operated stores were closed as of June 30, 2026; company-operated sales fell 2.6% year over year as the footprint contracted. (SEC filing)
Data summarised monthly by Lightyear AI. Last updated on 10 Sept 2026.

Funds containing Biglari Holdings

Funds
Fund name
Fund size
$BH weighting
SPDR Russell 2000 US Small Cap€R2US
€4.8B0.01%
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