NEW YORK ( TheStreet) -- First, I must add my voice crying out to the stock market pantheon. In the immortal words of the late Louis Rukeyser, "Won't one of the market gods give us a good buying opportunity with a good, old-fashioned, orderly correction?"Now that I've gotten that out of the way, let me introduce today's "mystery company," Biglari Holdings (BH), which I affectionately call Big Larry. It reminds me of a man I worked with when I was just a teen. He was 5 feet, 4 inches tall but, boy, could he play the roles of men twice his size.
CBRL pays a $2-per-share dividend. As of the end of 2012, BH and its CEO owned nearly 20% of the outstanding shares of Cracker Barrel. That means CEO "Big Larry" and his company will be raking in nearly $9 million in dividends in 2013 alone. As you can see from the chart below, Big Larry has seen some nice unrealized capital gains as well over the past year with CBRL. CBRL data by YCharts
Holy owned holdings! Big Larry's shares of CBRL are up almost 31% in 2013 so far. CBRL announces its earnings for the first quarter of 2013 on May 20. Big Larry and the other major holders will be listening with great anticipation. Another of Big Larry's top holdings is a little property and casualty insurance company called Unico American (UNAM). As of the end of 2012, Biglari Holdings was the top institutional holder of UNAM shares, owning over 505,000 shares or roughly 9.5% of the outstanding stock.