Latest Aldebaran Capital, LLC Stock Portfolio
Aldebaran Capital, LLC Performance:
2025 Q3: 7.17%YTD: 6.34%2024: 2.49%
Performance for 2025 Q3 is 7.17%, and YTD is 6.34%, and 2024 is 2.49%.
About Aldebaran Capital, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Aldebaran Capital, LLC reported an equity portfolio of $108.9 Millions as of 30 Sep, 2025.
The top stock holdings of Aldebaran Capital, LLC are , MSFT, OXY. The fund has invested 19.4% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ESSA PHARMA INC (EPIX), IKENA ONCOLOGY INC (IKNA) and PROCTER AND GAMBLE CO (PG) stocks. They significantly reduced their stock positions in AMYLYX PHARMACEUTICALS INC (AMLX), TECK RESOURCES LTD and JPMORGAN CHASE & CO (JPM). Aldebaran Capital, LLC opened new stock positions in GE VERNOVA INC and IMAGENEBIO INC (IKNA). The fund showed a lot of confidence in some stocks as they added substantially to VERIZON COMMUNICATIONS INC (VZ) and FREEPORT-MCMORAN INC (FCX).
The top stock holdings of Aldebaran Capital, LLC are , MSFT, OXY. The fund has invested 19.4% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 9% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ESSA PHARMA INC (EPIX), IKENA ONCOLOGY INC (IKNA) and PROCTER AND GAMBLE CO (PG) stocks. They significantly reduced their stock positions in AMYLYX PHARMACEUTICALS INC (AMLX), TECK RESOURCES LTD and JPMORGAN CHASE & CO (JPM). Aldebaran Capital, LLC opened new stock positions in GE VERNOVA INC and IMAGENEBIO INC (IKNA). The fund showed a lot of confidence in some stocks as they added substantially to VERIZON COMMUNICATIONS INC (VZ) and FREEPORT-MCMORAN INC (FCX).
Aldebaran Capital, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Aldebaran Capital, LLC made a return of 7.17% in the last quarter. In trailing 12 months, it's portfolio return was 5.26%.
New Buys
| Ticker | $ Bought |
|---|---|
| ge vernova inc | 204,147 |
| imagenebio inc | 159,430 |
New stocks bought by Aldebaran Capital, LLC
Additions
| Ticker | % Inc. |
|---|---|
| verizon communications inc | 58.08 |
| freeport-mcmoran inc | 1.63 |
Additions to existing portfolio by Aldebaran Capital, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| amylyx pharmaceuticals inc | -6.13 |
| teck resources ltd | -4.37 |
| tectonic therapeutic inc | -4.36 |
| jpmorgan chase & co | -3.57 |
| century alum co | -2.65 |
| an2 thereapeutics inc | -2.48 |
| pmv pharmaceuticals inc | -2.14 |
| occidental pete corp | -1.58 |
Aldebaran Capital, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| essa pharma inc | -984,196 |
| ikena oncology inc | -324,435 |
| procter and gamble co | -200,814 |
Aldebaran Capital, LLC got rid off the above stocks
Sector Distribution
Aldebaran Capital, LLC has about 44.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 44.8 |
| Energy | 13.2 |
| Healthcare | 10.5 |
| Technology | 10.3 |
| Financial Services | 8.8 |
| Consumer Cyclical | 5.6 |
| Basic Materials | 3.5 |
| Communication Services | 2.6 |
Market Cap. Distribution
Aldebaran Capital, LLC has about 41.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 44.8 |
| MEGA-CAP | 26.9 |
| LARGE-CAP | 14.7 |
| MICRO-CAP | 10.4 |
| SMALL-CAP | 1.9 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 53.3% of the stocks held by Aldebaran Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 46.7 |
| S&P 500 | 39.7 |
| RUSSELL 2000 | 13.6 |
Aldebaran Capital, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Aldebaran Capital, LLC
Aldebaran Capital, LLC has 33 stocks in it's portfolio. About 71.1% of the portfolio is in top 10 stocks. FCX proved to be the most loss making stock for the portfolio. AMLX was the most profitable stock for Aldebaran Capital, LLC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACRS | aclaris therapeutics inc | 1.72 | 987,698 | 1,876,630 | reduced | -0.6 | ||
| AMLX | amylyx pharmaceuticals inc | 2.55 | 204,474 | 2,778,800 | reduced | -6.13 | ||
| BAC | bank america corp | 5.15 | 108,643 | 5,604,890 | reduced | -0.93 | ||
| BCD | abrdn etfs | 2.95 | 149,075 | 3,211,080 | reduced | -0.65 | ||
| CATO | cato corp new | 3.99 | 1,031,150 | 4,341,140 | reduced | -1.2 | ||
| CENX | century alum co | 1.61 | 59,565 | 1,748,830 | reduced | -2.65 | ||
| CVX | chevron corp new | 3.93 | 27,565 | 4,280,570 | reduced | -1.08 | ||
| DUK | duke energy corp new | 0.41 | 3,600 | 445,500 | unchanged | 0.00 | ||
| ENB | enbridge inc | 1.92 | 41,400 | 2,089,040 | reduced | -0.9 | ||
| EPIX | essa pharma inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| F | ford mtr co del | 0.31 | 28,150 | 336,674 | unchanged | 0.00 | ||
| FCX | freeport-mcmoran inc | 1.86 | 51,733 | 2,028,970 | added | 1.63 | ||
| GE | general electric co | 0.35 | 1,256 | 377,830 | unchanged | 0.00 | ||
| IJR | ishares tr rus mdcp val | 5.04 | 39,304 | 5,489,590 | reduced | -0.41 | ||
| IKNA | imagenebio inc | 0.15 | 19,562 | 159,430 | new | |||
| IKNA | ikena oncology inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| JPM | jpmorgan chase & co | 3.33 | 11,482 | 3,621,770 | reduced | -3.57 | ||
| LLY | lilly eli & co | 5.46 | 7,783 | 5,938,430 | unchanged | 0.00 | ||
| MBIN | merchants bancorp ind | 0.30 | 10,125 | 321,975 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 9.04 | 18,999 | 9,840,530 | reduced | -0.56 | ||