Insider Trading June 30, 2026 07:28 PM

Lion Fund II Reduces El Pollo Loco Position Amid Strong Quarterly Results

Sardar Biglari's investment vehicle sells $3.7m in LOCO stock as company reports Q1 fiscal 2026 earnings beat and $40M buyback authorization

By Caleb Monroe
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LOCO

Sardar Biglari's affiliated entity, Lion Fund II, L.P., executed a series of transactions disposing of approximately $3.7 million in El Pollo Loco Holdings, Inc. stock between June 26 and June 30, 2026. The sales occurred at weighted average prices ranging from $16.58 to $16.91 per share, leaving the fund with a remaining stake of 3,777,400 shares. This divestment activity coincides with robust financial performance from El Pollo Loco, which reported first-quarter fiscal 2026 earnings per share of $0.28, surpassing the consensus forecast of $0.22. The company also demonstrated revenue growth to $126.2 million and systemwide same-store sales growth of 5.8%, both exceeding analyst expectations. In response to these results, El Pollo Loco's board authorized a $40 million stock repurchase program. Analyst sentiment remains mixed, with Benchmark raising its price target to $18 and Freedom Capital initiating coverage with a $22 target, while D.A. Davidson maintained a Neutral rating at $15. The stock currently trades at $16.96, near its 52-week high, though valuation models suggest it may be overvalued relative to intrinsic fair value.

Lion Fund II Reduces El Pollo Loco Position Amid Strong Quarterly Results
LOCO
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Key Points

  • Lion Fund II, L.P., controlled by Sardar Biglari, executed multiple transactions selling approximately $3.7 million in El Pollo Loco Holdings stock between June 26 and June 30, 2026, leaving the fund with 3,777,400 remaining shares.
  • El Pollo Loco reported strong first-quarter fiscal 2026 financial results, with EPS of $0.28 beating forecasts, revenue of $126.2 million exceeding expectations, and systemwide same-store sales growth of 5.8% outpacing consensus.
  • El Pollo Loco's Board authorized a $40 million stock buyback program, representing 9% of market cap, while analyst price targets range from $15 to $22, reflecting mixed sentiment on the stock's valuation.

Sardar Biglari, operating through his affiliated vehicle Lion Fund II, L.P., has reduced his position in El Pollo Loco Holdings, Inc. (NASDAQ: LOCO) by approximately $3.7 million. The divestment was executed through multiple transactions between June 26 and June 30, 2026. These sales were carried out at weighted average prices ranging from $16.58 to $16.91 per share. The timing of these transactions is notable given the stock's recent performance. Current trading data indicates the shares are priced at $16.96, which is merely 1% below their 52-week high of $17. Over the past year, the stock has appreciated by 54%. Despite this strong momentum, valuation analysis suggests the stock may currently be trading above its fair value.

The specific transactions executed by Lion Fund II, L.P. involved a total of 222,600 shares. On June 26, 2026, the fund disposed of 100,000 shares at a weighted average price of $16.75 per share. Individual transaction prices for this block ranged from $16.50 to $16.90. A second block of 100,000 shares was sold on June 29, 2026. This transaction occurred at a weighted average price of $16.58 per share, with individual prices ranging from $16.50 to $16.67. The final set of transactions took place on June 30, 2026, when the fund sold 22,600 shares at a weighted average price of $16.91 per share. Prices for these shares ranged from $16.87 to $17.00. Following these sales, Lion Fund II, L.P. retains a holding of 3,777,400 shares of El Pollo Loco Holdings common stock.

Lion Fund II, L.P. operates under the control of Biglari Capital Corp. Sardar Biglari serves as the sole owner, Chairman, and Chief Executive Officer of this entity. Due to these structural relationships, Biglari Capital Corp. and Mr. Biglari are considered beneficial owners of the shares held by Lion Fund II, L.P. Other entities linked to Biglari also maintain indirect stakes in the restaurant chain. Biglari Reinsurance Ltd. indirectly owns 369,247 shares, while First Guard Insurance Company holds 120,000 shares. These holdings are connected through a network of parent-subsidiary relationships where Biglari holds leadership roles and investment discretion. The recent filing was submitted jointly by Sardar Biglari, Biglari Holdings Inc., Biglari Capital Corp., Lion Fund II, L.P., Biglari Reinsurance Ltd., and Biglari Insurance Group Inc. Each reporting party has disclaimed beneficial ownership of the reported shares except to the extent of their pecuniary interest.

El Pollo Loco Holdings has demonstrated strong operational performance in the first quarter of fiscal 2026. The company reported earnings per share of $0.28, which surpassed the consensus forecast of $0.22. Revenue for the period reached $126.2 million, exceeding the anticipated $122.12 million. Systemwide same-store sales grew by 5.8%, outperforming the consensus expectation of 2.4%. In response to these results, the company's Board of Directors authorized a $40 million stock buyback program. This program represents approximately 9% of the company's current market capitalization.

Analyst coverage of El Pollo Loco reflects divergent views on its valuation and future trajectory. Benchmark raised its price target for the stock to $18 from $14 while maintaining a Buy rating. Freedom Capital initiated coverage with a Buy rating and set a price target of $22. D.A. Davidson reiterated a Neutral rating with a $15 price target following discussions with the company's CFO at a recent conference. These developments highlight the ongoing financial and strategic activities surrounding El Pollo Loco.

Risks

  • Valuation concerns: InvestingPro analysis suggests the stock may be overvalued relative to its fair value, indicating potential downside risk if market corrections occur or if growth expectations are not met.
  • Analyst divergence: Divergent analyst ratings and price targets (from Neutral at $15 to Buy at $22) suggest uncertainty about the stock's fair value and future performance, which could lead to volatility.

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