Cook & Bynum Capital Management, LLC

CIK 1542280 · View on SEC EDGAR ↗

Portfolio value
$134.5M
#7,728 of 9,443 by 13F value · top 81.8%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: +8.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
5
Effective number of positions
3.5

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

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 75.0% still held

New positions
0
Increased
0
Decreased
0
Closed
2
On this page

Sector breakdown

Consumer Staples
50.1%
Telecommunication
8.7%
Other/Unmapped
41.2%

Full portfolio 6 positions

Type Streak 8Q trend
BRKB $55,378,662 41.17% 110,671 $2,345,119
BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) $33,282,514 24.74% 403,914 $5,263,000
FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock $29,857,616 22.20% 233,445 $3,931,214
LILAK Liberty Latin America Ltd. - Class C Common Stock $10,625,334 7.90% 1,363,971 $-1,404,890
ABEV Ambev S.A. American Depositary Shares (Each representing 1 Common Share) $4,251,588 3.16% 1,354,009 $297,882
LILA Liberty Latin America Ltd. - Class A Common Stock $1,111,093 0.83% 141,721 $-113,376

Top movers (QoQ)

Security Action Shares Δ Value Δ
BUD Price move only +0 +$5.3M
FMX Price move only +0 +$3.9M
BRKB Price move only +0 +$2.3M
LILAK Price move only +0 -$1.4M
ABEV Price move only +0 +$298K
LILA Price move only +0 -$113K

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
LMT March 31, 2025 64,000 $31,100,160 27.3%
NOC March 31, 2025 21,000 $9,855,090 9.3%