| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 929.128.768 $ | -3.212.261 $ | -13,0 % | 8 | 932.626.466 $ | +19.445.906 $ | -6,8 % | 9 | 912.915.658 $ | +48.132.949 $ | -2,8 % | 8 | ||||
| Biglari Holdings Inc. | BH-A | → 0 | Neutral | 736.324.652 $ | -387.055 $ | -0,1 % | 1 | 736.711.707 $ | +47.969.970 $ | +7,0 % | 1 | 688.741.737 $ | +66.069.057 $ | +10,6 % | 1 |
| Ferrari N.V. | RACE | → 0 | Neutral | 98.820.969 $ | +15.455.255 $ | +18,5 % | 1 | 83.365.714 $ | -17.365.958 $ | -17,2 % | 1 | 100.731.672 $ | +10.190.142 $ | +11,3 % | 1 |
| El Pollo Loco Holdings, Inc. | LOCO | → 0 | Neutral | 55.440.000 $ | +13.600.000 $ | +32,5 % | 1 | 41.840.000 $ | +3.040.000 $ | +7,8 % | 1 | 38.800.000 $ | -5.240.000 $ | -11,9 % | 1 |
| JACK IN THE BOX INC | JACK | → 0 | Sehr schwach | 16.280.915 $ | -15.624.290 $ | -49,0 % | 1 | 31.905.205 $ | -1.380.595 $ | -4,1 % | 1 | 33.285.800 $ | +3.889.236 $ | +13,2 % | 1 |
| CRACKER BARREL OLD COUNTRY STORE, INC | CBRL | → 0 | Schwach | 1.007.996 $ | -13.851.004 $ | -93,2 % | 1 | 14.859.000 $ | -10.916.100 $ | -42,4 % | 1 | 25.775.100 $ | -28.999.917 $ | -52,9 % | 1 |
| WYNN RESORTS LTD | WYNN | → 0 | Neutral | 14.602.992 $ | -2.700.582 $ | -15,6 % | 1 | 17.303.574 $ | -1.141.780 $ | -6,2 % | 1 | 18.445.354 $ | +4.975.514 $ | +36,9 % | 1 |
| CARMAX INC | KMX | → 0 | Neutral | 5.214.964 $ | +368.735 $ | +7,6 % | 1 | 4.846.229 $ | -781.366 $ | -13,9 % | 1 | 5.627.595 $ | -2.801.883 $ | -33,2 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 1.436.280 $ | -73.320 $ | -4,9 % | 1 | 1.509.600 $ | +1.200 $ | +0,1 % | 1 | 1.508.400 $ | +50.800 $ | +3,5 % | 1 |
| Bausch Health Companies Inc. | BHC | → 0 | Neutral | 285.437 $ | +20.535 $ | +7,8 % | 1 | ||||||||
| 929.128.768 $ | -3.212.261 $ | -13,0 % | 8 | 932.626.466 $ | +19.445.906 $ | -6,8 % | 9 | 912.915.658 $ | +48.132.949 $ | -2,8 % | 8 | ||||