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Latest Aldebaran Capital, LLC Stock Portfolio

$133Million | No. of Holdings #39

Aldebaran Capital, LLC Performance

2026 Q2+3.43%
YTD+12.21%
2025+10.95%

About Aldebaran Capital, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aldebaran Capital, LLC reported an equity portfolio of $133.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Aldebaran Capital, LLC are , LLY, MSFT. The fund has invested 15.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.1% of portfolio in LILLY ELI & CO. <br><br> The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ), KEZAR LIFE SCIENCES INC (KZR) and OCCIDENTAL PETE CORP (OXY) stocks. They significantly reduced their stock positions in OCCIDENTAL PETE CORP (OXY), CENTURY ALUM CO (CENX) and IMAGENEBIO INC (IKNA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR MSCI JP VALUE (BGRN), LKQ CORP (LKQ) and BERKSHIRE HATHAWAY INC DEL.
Aldebaran Capital, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$133Million
  as of Aug 14, 2026

Aldebaran Capital, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Aldebaran Capital, LLC made a return of 3.43% in the last quarter. In trailing 12 months, it's portfolio return was 24.61%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Aldebaran Capital, LLC

Additions

Ticker% Inc.
ishares tr msci jp value297
lkq corp54.67
berkshire hathaway inc del3.31
ziff davis inc0.00
Additions to existing portfolio by Aldebaran Capital, LLC

Reductions

Ticker% Reduced
occidental pete corp-13.52
century alum co-9.68
imagenebio inc-2.38
bank america corp-2.3
atea pharmaceuticals inc-1.96
patrick inds inc-1.89
microsoft corp-1.52
bunge limited-1.45
Aldebaran Capital, LLC reduced stake in above stock

Sold off

Ticker$ Sold
kezar life sciences inc-596,086
verizon communications inc-3,005,120
occidental pete corp-306,220
exxon mobil corp-211,227
Aldebaran Capital, LLC got rid off the above stocks

Sector Distribution

Aldebaran Capital, LLC has about 39.2% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Energy
  • Financial Services
  • Consumer Cyclical
  • Technology
  • Consumer Defensive
  • Basic Materials
  • Communication Services
Sector%
Others39.2
Healthcare17.5
Energy9.7
Financial Services7.5
Consumer Cyclical7.2
Technology7
Consumer Defensive5.3
Basic Materials4.1
Communication Services1.6

Market Cap. Distribution

Aldebaran Capital, LLC has about 41.4% 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%
UNALLOCATED39.2
MEGA-CAP24.5
LARGE-CAP16.9
MID-CAP8.9
SMALL-CAP5.7
MICRO-CAP5

Stocks belong to which Index?

About 59% 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 50042.9
Others41
RUSSELL 200016.1
Top 5 Winners (%)%
RELL
richardson electrs ltd
73.6 %
MOH
molina healthcare inc
71.2 %
HURC
hurco co
55.6 %
an2 thereapeutics inc
41.3 %
ACRS
aclaris therapeutics inc
40.8 %
Top 5 Winners ($)$
LLY
lilly eli & co
2.5 M
ACRS
aclaris therapeutics inc
1.5 M
MOH
molina healthcare inc
1.2 M
berkshire hathaway inc del
0.9 M
BAC
bank america corp
0.8 M
Top 5 Losers (%)%
OXY
occidental pete corp
-23.6 %
CENX
century alum co
-20.6 %
CVX
chevron corp new
-19.8 %
PATK
patrick inds inc
-19.0 %
SU
suncor energy inc new
-18.7 %
Top 5 Losers ($)$
OXY
occidental pete corp
-2.4 M
BG
bunge limited
-1.4 M
SU
suncor energy inc new
-1.3 M
CVX
chevron corp new
-1.1 M
CENX
century alum co
-0.7 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 39 stocks in it's portfolio. About 60% of the portfolio is in top 10 stocks. OXY proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Aldebaran Capital, LLC last quarter.

$133.10MTotal Value
43.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Aldebaran Capital, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BCD
Abrdn Etfs

Abrdn Etfs

BCD
Aldebaran Capital, LLC's holding in Abrdn Etfs over time
2.38%141,576
$3.16M
2.38%
decreased 1.26 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
2.18%65,880
$2.90M
2.18%
increased 297.71 percentadded
BMO
Bank Montreal Que

Bank Montreal Que

BMO
Aldebaran Capital, LLC's holding in Bank Montreal Que over time
0.23%1,700
$300.4K
0.23%
unchanged 0 percentunchanged
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
4.9%39,640
$6.52M
4.9%
decreased 1.21 percentreduced