Cook & Bynum Capital Management
Birmingham, ALfiles as Cook & Bynum Capital Management, LLC
$135m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 3.5% of the portfolio this quarter.
Value
$135m
Stocks
6
Top 10 share
100.0%
Turnover
3.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Ambev SAABEV
- Share
- 3.2%
- Value
- $4m
- Shares
- 1,354,009
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 41.2% | $55m | 110,671 | Held |
| Anheuser-Busch InBev SABUD | 24.7% | $33m | 403,914 | Held |
| Mexican Economic DevelopmentFMX | 22.2% | $30m | 233,445 | Held |
| Liberty Latin AmericaLILAK | 7.9% | $11m | 1,363,971 | Held |
| Ambev SAABEV | 3.2% | $4m | 1,354,009 | Held |
| Liberty Latin AmericaLILA | 0.8% | $1m | 141,721 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 6.3% since 30 June 2025.
Where the money is
Everyday goods46.9%
Financial services41.2%
Media & telecom8.7%
Other3.2%
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.