Aldebaran Capital
CARMEL, INfiles as Aldebaran Capital, LLC
$133m in 39 US stocks at the end of 30 June 2026. The top 10 are 60.0% of the money. It changed about 11.3% of the portfolio this quarter.
Value
$133m
Stocks
39
Top 10 share
60.0%
Turnover
11.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Berkshire HathawayBRK-B15.6% of the fund+3%
- LKQLKQ3.1% of the fund+55%
- Ishares TREWJV2.2% of the fund+298%
Cut
Sold some of their stake.
- Occidental PetroleumOXY4.9% of the fund-14%
- Bank of AmericaBAC4.4% of the fund-2%
- Century AluminumCENX1.8% of the fund-10%
- ImageneBioIMA<0.1% of the fund-2%
Sold out
Sold their entire stake.
- Verizon CommunicationsVZ-100%
- Kezar Life Sciences-100%
- Occidental PeteOXY-WS-100%
- ExxonMobil HoldingsXOM-100%
Holdings
- Ishares TRIWS
- Share
- 4.9%
- Value
- $7m
- Shares
- 39,640
Held
- Suncor EnergySU
- Share
- 4.1%
- Value
- $5m
- Shares
- 102,269
Held
- GlencoreGLNCY
- Share
- 3.4%
- Value
- $5m
- Shares
- 330,821
Held
- Abrdn EtfsBCI
- Share
- 2.4%
- Value
- $3m
- Shares
- 141,576
Held
- Ishares TREWJV
- Share
- 2.2%
- Value
- $3m
- Shares
- 65,880
+298%
- AN2 Thereapeutics
- Share
- 1.3%
- Value
- $2m
- Shares
- 367,435
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.1%
- Value
- $1m
- Shares
- 2
Held
- Bank of Montreal /canBMO
- Share
- 0.2%
- Value
- $300,390
- Shares
- 1,700
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 15.6% | $21m | 41,508 | +3% |
| Eli LillyLLY | 8.1% | $11m | 9,007 | Held |
| MicrosoftMSFT | 5.6% | $7m | 20,044 | Held |
| Bunge Global SABG | 5.3% | $7m | 66,634 | Held |
| Ishares TRIWS | 4.9% | $7m | 39,640 | Held |
| Occidental PetroleumOXY | 4.9% | $6m | 133,304 | -14% |
| Bank of AmericaBAC | 4.4% | $6m | 101,803 | -2% |
| Suncor EnergySU | 4.1% | $5m | 102,269 | Held |
| Aclaris TherapeuticsACRS | 3.7% | $5m | 936,731 | Held |
| GlencoreGLNCY | 3.4% | $5m | 330,821 | Held |
| ChevronCVX | 3.3% | $4m | 26,123 | Held |
| LKQLKQ | 3.1% | $4m | 157,918 | +55% |
| CatoCATO | 2.8% | $4m | 1,169,986 | Held |
| JPMorgan ChaseJPM | 2.8% | $4m | 11,282 | Held |
| Amylyx PharmaceuticalsAMLX | 2.6% | $4m | 195,892 | Held |
| Sirius XM HoldingsSIRI | 2.5% | $3m | 114,182 | Held |
| Abrdn EtfsBCI | 2.4% | $3m | 141,576 | Held |
| Freeport-McMoRanFCX | 2.3% | $3m | 48,219 | Held |
| Ishares TREWJV | 2.2% | $3m | 65,880 | +298% |
| Molina HealthcareMOH | 2.1% | $3m | 12,491 | Held |
| Century AluminumCENX | 1.8% | $2m | 51,995 | -10% |
| Ziff DavisZD | 1.6% | $2m | 41,172 | Held |
| EnbridgeENB | 1.6% | $2m | 39,425 | Held |
| Richardson ElectronicsRELL | 1.3% | $2m | 93,969 | Held |
| AN2 Thereapeutics | 1.3% | $2m | 367,435 | Held |
| Berkshire Hathaway INC DELBRK-A | 1.1% | $1m | 2 | Held |
| Tectonic TherapeuticTECX | 1.0% | $1m | 36,797 | Held |
| Patrick IndustriesPATK | 0.9% | $1m | 13,610 | Held |
| PMV PharmaceuticalsPMVP | 0.5% | $626,359 | 467,432 | Held |
| Merchants BancorpMBIN | 0.4% | $506,250 | 10,125 | Held |
| General ElectricGE | 0.4% | $467,536 | 1,251 | Held |
| Duke EnergyDUK | 0.3% | $455,688 | 3,600 | Held |
| Atea PharmaceuticalsAVIR | 0.3% | $410,037 | 88,180 | Held |
| GE VernovaGEV | 0.3% | $390,054 | 332 | Held |
| Ford MotorF | 0.3% | $382,250 | 27,500 | Held |
| Hurco CompaniesHURC | 0.2% | $313,639 | 13,699 | Held |
| Bank of Montreal /canBMO | 0.2% | $300,390 | 1,700 | Held |
| OnKure TherapeuticsOKUR | 0.1% | $181,803 | 39,869 | Held |
| ImageneBioIMA | <0.1% | $106,932 | 18,124 | -2% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.3% since 30 June 2025.
Where the money is
Financial services23.3%
Health care18.6%
Energy13.8%
Technology5.6%
Industrials5.3%
Everyday goods5.3%
Media & telecom4.2%
Materials4.1%
Retail & consumer4.1%
Utilities0.3%
Other15.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.