Aldebaran Capital, LLC

CIK 1448430 · View on SEC EDGAR ↗

Portfolio value
$133.1M
#7,759 of 9,443 by 13F value · top 82.2%
Positions
39
As of
June 30, 2026

Portfolio value QoQ: +1.7% 13F does not disclose cash

Top 10 holdings weight
60.04%
Top 25 holdings weight
93.90%
Positions above 1%
26
Effective number of positions
17.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.26% Est. buys $4,303,774 · sells $6,359,924

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 73.6% still held

New positions
0
Increased
4
Decreased
25
Closed
4
On this page

Sector breakdown

Healthcare
18.6%
Energy
13.8%
Financials
7.4%
Technology
5.6%
Consumer Staples
5.3%
Consumer Discretionary
4.3%
Communication Services
4.2%
Materials
4.1%
Retail
2.8%
Industrials
1.9%
Financial Services
0.4%
Other/Unmapped
31.6%

Full portfolio 39 positions

Type Streak 8Q trend
BRKB $20,770,188 15.61% 41,508 $1,517,370 Up ×1
LLY Eli Lilly and Company Common Stock $10,803,266 8.12% 9,007 $2,518,898
MSFT Microsoft Corporation - Common Stock $7,476,813 5.62% 20,044 $-57,627 Down ×1
BG Bunge Limited Common Shares $7,111,847 5.34% 66,634 $-1,488,399 Down ×4
IWS $6,524,744 4.90% 39,640 $676,926 Down ×2
OXY Occidental Petroleum Corporation Common Stock $6,474,575 4.86% 133,304 $-3,545,305 Down ×5
BAC Bank of America Corporation Common Stock $5,800,735 4.36% 101,803 $720,887 Down ×6
SU Suncor Energy Inc. Common Stock $5,489,800 4.12% 102,269 $-1,351,329 Down ×6
ACRS Aclaris Therapeutics, Inc. - Common Stock $4,955,307 3.72% 936,731 $1,403,449 Down ×6
GLNCY $4,502,474 3.38% 330,821 $-583,676 Down ×1
CVX Chevron Corporation Common Stock $4,330,149 3.25% 26,123 $-1,146,701 Down ×6
LKQ LKQ Corporation - Common Stock $4,157,981 3.12% 157,918 $1,159,363 Up ×1
CATO Cato Corporation (The) Class A Common Stock $3,790,755 2.85% 1,169,986 $460,731 Down ×1
JPM JP Morgan Chase & Co. Common Stock $3,692,937 2.77% 11,282 $374,224
AMLX Amylyx Pharmaceuticals, Inc. - Common Stock $3,518,220 2.64% 195,892 $767,521 Down ×6
SIRI SiriusXM Holdings Inc. - Common Stock $3,372,936 2.53% 114,182 $709,435 Down ×1
BCI $3,162,808 2.38% 141,576 $-319,989 Down ×6
FCX Freeport-McMoRan, Inc. Common Stock $3,032,493 2.28% 48,219 $165,616 Down ×3
EWJV iShares MSCI Japan Value ETF $2,896,184 2.18% 65,880 $2,189,355 Up ×1
MOH Molina Healthcare Inc Common Stock $2,856,692 2.15% 12,491 $1,176,046 Down ×2
CENX Century Aluminum Company - Common Stock $2,392,290 1.80% 51,995 $-986,493 Down ×6
ZD Ziff Davis, Inc. - Common Stock $2,156,178 1.62% 41,172 $428,643 Up ×1
ENB Enbridge Inc Common Stock $2,137,229 1.61% 39,425 $-21,820 Down ×6
RELL Richardson Electronics, Ltd. - Common Stock $1,786,351 1.34% 93,969 $757,390
Unknown issuer (CUSIP: 373261056) $1,778,385 1.34% 367,435 $506,932 Down ×4
BRKA $1,497,700 1.13% 2 $61,420
TECX Tectonic Therapeutic, Inc. - Common Stock $1,264,897 0.95% 36,797 $115,540 Down ×6
PATK Patrick Industries, Inc. - Common Stock $1,221,906 0.92% 13,610 $-318,857 Down ×1
PMVP PMV Pharmaceuticals, Inc. - Common Stock $626,359 0.47% 467,432 $39,390 Down ×5
MBIN Merchants Bancorp - Common Stock $506,250 0.38% 10,125 $71,786
GEXXXX $467,536 0.35% 1,251 $112,540
DUKXXXX $455,688 0.34% 3,600 $-15,696
AVIR Atea Pharmaceuticals, Inc. - common stock $410,037 0.31% 88,180 $-73,872 Down ×2
GEV GE Vernova Inc. Common Stock $390,054 0.29% 332 $100,251
F Ford Motor Company Common Stock $382,250 0.29% 27,500 $64,900
HURC Hurco Companies, Inc. - Common Stock $313,639 0.24% 13,699 $111,685 Down ×1
BMO Bank Of Montreal Common Stock $300,390 0.23% 1,700 $70,312
OKUR OnKure Therapeutics, Inc. - Class A Common Stock $181,803 0.14% 39,869 $14,468 Down ×6
IMA ImageneBio, Inc. - Common Stock $106,932 0.08% 18,124 $14,102 Down ×3

Top movers (QoQ)

Security Action Shares Δ Value Δ
OXY Trimmed -21K -$3.5M
LLY Price move only +0 +$2.5M
EWJV Bought more +49K +$2.2M
BRKB Bought more +1K +$1.5M
BG Trimmed -978 -$1.5M
ACRS Trimmed -10K +$1.4M
SU Trimmed -1K -$1.4M
MOH Trimmed -117 +$1.2M
LKQ Bought more +56K +$1.2M
CVX Trimmed -348 -$1.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VZ June 30, 2026 59,863 $3,005,123 16.7%
EPIX Sept. 30, 2025 578,939 $984,196 No longer tracked
HI June 30, 2025 38,056 $918,672 No longer tracked
KZR June 30, 2026 80,335 $596,086 No longer tracked
ANTX June 30, 2025 406,623 $553,007 457.1%
IESC June 30, 2025 3,294 $543,872 132.2%
TECK Dec. 31, 2025 12,160 $533,702 36.4%
GOLD March 31, 2025 28,050 $434,775 77.0%
IKNA Sept. 30, 2025 242,116 $324,435 No longer tracked
OXYWS June 30, 2026 7,138 $306,220 No longer tracked
BCIM June 30, 2025 12,897 $280,062 No longer tracked
XOM June 30, 2025 1,842 $219,069 55.3%
OXYWS June 30, 2025 7,907 $218,787 No longer tracked
XOM June 30, 2026 1,245 $211,227 22.5%
PG Sept. 30, 2025 1,260 $200,814 -6.1%
AVIR June 30, 2025 37,500 $112,125 52.2%