Grufity logo
Grufity logo

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%

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. <br><br> 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. <br><br> 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
$130Million
  as of May 07, 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 plc5,086,150
lkq corp2,998,620
ziff davis inc1,727,540
ishares tr msci jp value706,829
occidental pete corp306,220
bank montreal que230,078
exxon mobil corp211,227
hurco co201,954
New stocks bought by Aldebaran Capital, LLC

Additions

Ticker% Inc.
cato corp new12.88
microsoft corp12.21
sirius xm holdings inc8.52
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

None of the stocks were completely sold off by Aldebaran Capital, LLC

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%
Others37
Energy13.9
Healthcare13.8
Financial Services6.8
Consumer Defensive6.6
Technology6.5
Consumer Cyclical6.3
Basic Materials4.8
Communication Services3.6

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%
UNALLOCATED43.6
MEGA-CAP25.4
LARGE-CAP12.3
MID-CAP7.7
SMALL-CAP6.5
MICRO-CAP4

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 50046.3
Others38.8
RUSSELL 200014.9
Top 5 Winners (%)%
an2 thereapeutics inc
198.7 %
OXY
occidental pete corp
57.1 %
AVIR
atea pharmaceuticals inc
50.5 %
CENX
century alum co
49.7 %
tectonic therapeutic inc
48.1 %
Top 5 Winners ($)$
OXY
occidental pete corp
3.7 M
BG
bunge limited
3.1 M
SU
suncor energy inc new
2.4 M
CVX
chevron corp new
1.4 M
CENX
century alum co
1.1 M
Top 5 Losers (%)%
IKNA
imagenebio inc
-27.2 %
MOH
molina healthcare inc
-23.1 %
MSFT
microsoft corp
-22.5 %
LLY
lilly eli & co
-14.4 %
F
ford mtr co del
-12.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.2 M
LLY
lilly eli & co
-1.4 M
berkshire hathaway inc del
-0.9 M
BAC
bank america corp
-0.7 M
MOH
molina healthcare inc
-0.5 M

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.

$130.82MTotal Value
43.00Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Aldebaran Capital, LLC, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BCD
Abrdn Etfs

Abrdn Etfs

BCD
Aldebaran Capital, LLC's holding in Abrdn Etfs over time
2.66%143,384
$3.48M
2.66%
decreased 0.46 percentreduced
BGRN
Ishares Tr Msci Jp Value

Ishares Tr Msci Jp Value

BGRN
Aldebaran Capital, LLC's holding in Ishares Tr Msci Jp Value over time
0.54%16,565
$706.8K
0.54%
new position
BMO
Bank Montreal Que

Bank Montreal Que

BMO
Aldebaran Capital, LLC's holding in Bank Montreal Que over time
0.18%1,700
$230.1K
0.18%
new position
IJR
Ishares Tr Rus Mdcp Val

Ishares Tr Rus Mdcp Val

IJR
Aldebaran Capital, LLC's holding in Ishares Tr Rus Mdcp Val over time
4.47%40,125
$5.85M
4.47%
decreased 0.13 percentreduced