Aldebaran Capital, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$101.3B
Holdings
34
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 42,172 | $20.5B | 20.22% | |
| 2 | MSFTMICROSOFT CORP | 19,106 | $9.5B | 9.38% | |
| 3 | BGBUNGE LIMITED | 98,117 | $7.9B | 7.77% | |
| 4 | OXYOCCIDENTAL PETE CORP | 171,038 | $7.2B | 7.09% | |
| 5 | LLYLILLY ELI & CO | 7,783 | $6.1B | 5.99% | |
| 6 | IWSISHARES TR RUS MDCP VAL | 39,466 | $5.2B | 5.15% | |
| 7 | BACBANK AMERICA CORP | 109,665 | $5.2B | 5.12% | |
| 8 | SUSUNCOR ENERGY INC NEW | 121,159 | $4.5B | 4.48% | |
| 9 | CVXCHEVRON CORP NEW | 27,865 | $4.0B | 3.94% | |
| 10 | JPMJPMORGAN CHASE & CO | 11,907 | $3.5B | 3.41% | |
| 11 | BCIABRDN ETFS | 150,053 | $3.1B | 3.08% | |
| 12 | CO2ACATO CORP NEW | 1,043,702 | $2.9B | 2.89% | |
| 13 | SIRISIRIUS XM HOLDINGS INC | 112,794 | $2.6B | 2.56% | |
| 14 | FCXFREEPORT-MCMORAN INC | 50,903 | $2.2B | 2.18% | |
| 15 | ENBENBRIDGE INC | 41,776 | $1.9B | 1.87% | |
| 16 | BACVERIZON COMMUNICATIONS INC | 40,103 | $1.7B | 1.71% | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 1.44% | |
| 18 | ACRSACLARIS THERAPEUTICS INC | 993,698 | $1.4B | 1.39% | |
| 19 | AMLXAMYLYX PHARMACEUTICALS INC | 217,827 | $1.4B | 1.38% | |
| 20 | RELLRICHARDSON ELECTRS LTD | 144,135 | $1.4B | 1.37% | |
| 21 | PATKPATRICK INDS INC | 14,234 | $1.3B | 1.30% | |
| 22 | CENXCENTURY ALUM CO | 61,185 | $1.1B | 1.09% | |
| 23 | EPIEURESSA PHARMA INC | 578,939 | $984.2M | 0.97% | |
| 24 | TECXTECTONIC THERAPEUTIC INC | 40,258 | $799.9M | 0.79% | |
| 25 | PMVPPMV PHARMACEUTICALS INC | 515,128 | $546.0M | 0.54% | |
| 26 | TECK/BTECK RESOURCES LTD | 12,716 | $513.5M | 0.51% | |
| 27 | —AN2 THEREAPEUTICS INC | 402,754 | $426.9M | 0.42% | |
| 28 | DUKDUKE ENERGY CORP NEW | 3,600 | $424.8M | 0.42% | |
| 29 | MBINMERCHANTS BANCORP IND | 10,125 | $334.8M | 0.33% | |
| 30 | —IKENA ONCOLOGY INC | 242,116 | $324.4M | 0.32% | |
| 31 | GEGENERAL ELECTRIC CO | 1,256 | $323.3M | 0.32% | |
| 32 | FFORD MTR CO DEL | 28,150 | $305.4M | 0.30% | |
| 33 | PGPROCTER AND GAMBLE CO | 1,260 | $200.8M | 0.20% | |
| 34 | OKURONKURE THERAPEUTICS INC | 44,173 | $105.6M | 0.10% |