Latest Aldebaran Capital, LLC Stock Portfolio
$130Million– No. of Holdings #43
Aldebaran Capital, LLC Performance:
2026 Q1: 8.49%YTD: 8.49%2025: 10.95%
Performance for 2026 Q1 is 8.49%, and YTD is 8.49%, and 2025 is 10.95%.
About Aldebaran Capital, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aldebaran Capital, LLC reported an equity portfolio of $130.8 Millions as of 31 Mar, 2026.
The top stock holdings of Aldebaran Capital, LLC are , OXY, BG. The fund has invested 14.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.7% of portfolio in OCCIDENTAL PETE CORP.
They significantly reduced their stock positions in BUNGE LIMITED (BG), RICHARDSON ELECTRS LTD (RELL) and SUNCOR ENERGY INC NEW (SU). Aldebaran Capital, LLC opened new stock positions in GLENCORE PLC, LKQ CORP (LKQ) and ZIFF DAVIS INC (ZD). The fund showed a lot of confidence in some stocks as they added substantially to CATO CORP NEW (CATO), MICROSOFT CORP (MSFT) and SIRIUS XM HOLDINGS INC.
The top stock holdings of Aldebaran Capital, LLC are , OXY, BG. The fund has invested 14.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.7% of portfolio in OCCIDENTAL PETE CORP.
They significantly reduced their stock positions in BUNGE LIMITED (BG), RICHARDSON ELECTRS LTD (RELL) and SUNCOR ENERGY INC NEW (SU). Aldebaran Capital, LLC opened new stock positions in GLENCORE PLC, LKQ CORP (LKQ) and ZIFF DAVIS INC (ZD). The fund showed a lot of confidence in some stocks as they added substantially to CATO CORP NEW (CATO), MICROSOFT CORP (MSFT) and SIRIUS XM HOLDINGS INC.
Aldebaran Capital, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026
Aldebaran Capital, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Aldebaran Capital, LLC made a return of 8.49% in the last quarter. In trailing 12 months, it's portfolio return was 20.27%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| glencore plc | 5,086,150 |
| lkq corp | 2,998,620 |
| ziff davis inc | 1,727,540 |
| ishares tr msci jp value | 706,829 |
| occidental pete corp | 306,220 |
| bank montreal que | 230,078 |
| exxon mobil corp | 211,227 |
| hurco co | 201,954 |
New stocks bought by Aldebaran Capital, LLC
Additions
| Ticker | % Inc. |
|---|---|
| cato corp new | 12.88 |
| microsoft corp | 12.21 |
| sirius xm holdings inc | 8.52 |
Additions to existing portfolio by Aldebaran Capital, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| bunge limited | -28.07 |
| richardson electrs ltd | -21.02 |
| suncor energy inc new | -10.26 |
| occidental pete corp | -3.43 |
| imagenebio inc | -2.64 |
| onkure therapeutics inc | -2.1 |
| an2 thereapeutics inc | -1.33 |
| bank america corp | -1.05 |
Aldebaran Capital, LLC reduced stake in above stock
Sold off
Sector Distribution
Aldebaran Capital, LLC has about 37% of it's holdings in Others sector.
- Others
- Energy
- Healthcare
- Financial Services
- Consumer Defensive
- Technology
- Consumer Cyclical
- Basic Materials
- Communication Services
| Sector | % |
|---|---|
| Others | 37 |
| Energy | 13.9 |
| Healthcare | 13.8 |
| Financial Services | 6.8 |
| Consumer Defensive | 6.6 |
| Technology | 6.5 |
| Consumer Cyclical | 6.3 |
| Basic Materials | 4.8 |
| Communication Services | 3.6 |
Market Cap. Distribution
Aldebaran Capital, LLC has about 37.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- SMALL-CAP
- MICRO-CAP
| Category | % |
|---|---|
| UNALLOCATED | 43.6 |
| MEGA-CAP | 25.4 |
| LARGE-CAP | 12.3 |
| MID-CAP | 7.7 |
| SMALL-CAP | 6.5 |
| MICRO-CAP | 4 |
Stocks belong to which Index?
About 61.2% of the stocks held by Aldebaran Capital, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 46.3 |
| Others | 38.8 |
| RUSSELL 2000 | 14.9 |
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 43 stocks in it's portfolio. About 62.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. OXY was the most profitable stock for Aldebaran Capital, LLC last quarter.
Last Reported on: 07 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACRS | aclaris therapeutics inc | 2.71 | 947,162 | 3,551,860 | reduced | -0.74 | ||
| AMLX | amylyx pharmaceuticals inc | 2.10 | 197,892 | 2,750,700 | reduced | -0.31 | ||
| AVIR | atea pharmaceuticals inc | 0.37 | 89,946 | 483,909 | reduced | -0.64 | ||
| BAC | bank america corp | 3.88 | 104,202 | 5,079,850 | reduced | -1.05 | ||
| BCD | abrdn etfs | 2.66 | 143,384 | 3,482,800 | reduced | -0.46 | ||
| BG | bunge limited | 6.57 | 67,612 | 8,600,250 | reduced | -28.07 | ||
| BGRN | ishares tr msci jp value | 0.54 | 16,565 | 706,829 | new | |||
| BMO | bank montreal que | 0.18 | 1,700 | 230,078 | new | |||
| CATO | cato corp new | 2.55 | 1,176,690 | 3,330,020 | added | 12.88 | ||
| CENX | century alum co | 2.58 | 57,570 | 3,378,780 | reduced | -0.23 | ||
| CVX | chevron corp new | 4.19 | 26,471 | 5,476,850 | reduced | -0.19 | ||
| DUK | duke energy corp new | 0.36 | 3,600 | 471,384 | unchanged | 0.00 | ||
| ENB | enbridge inc | 1.65 | 39,879 | 2,159,050 | reduced | -0.57 | ||
| F | ford mtr co del | 0.24 | 27,500 | 317,350 | unchanged | 0.00 | ||
| FCX | freeport-mcmoran inc | 2.19 | 48,773 | 2,866,880 | reduced | -0.13 | ||
| GE | general electric co | 0.27 | 1,251 | 354,996 | unchanged | 0.00 | ||
| HURC | hurco co | 0.15 | 13,729 | 201,954 | new | |||
| IJR | ishares tr rus mdcp val | 4.47 | 40,125 | 5,847,820 | reduced | -0.13 | ||
| IKNA | imagenebio inc | 0.07 | 18,566 | 92,830 | reduced | -2.64 | ||
| JPM | jpmorgan chase & co | 2.54 | 11,282 | 3,318,710 | unchanged | 0.00 | ||