Investor
Aldebaran Capital, LLC
CIK 0001448430 · filed 2026-05-07 · SEC filing
13F book
$130.8M
Positions
43
8 new · 0 sold
Largest name
14.7%
Berkshire Hathaway Inc Del
Est. mark
$9.99M
Price effect on 35 names still held. Flow $9.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 40.2K | $19.3M | 14.7% | −$942.2K | Cut−$947.2K |
| Occidental Pete Corp | — | 154.2K | $10M | 7.7% | $3.68M | Cut$3.46M |
| Bunge Global Sa | BG | 67.6K | $8.6M | 6.6% | $2.58M | Cut$227.2K |
| Eli Lilly & Co | LLY | 9.01K | $8.28M | 6.3% | −$1.4M | Cut−$1.42M |
| Microsoft Corp | MSFT | 20.4K | $7.53M | 5.8% | −$2.06M | Added−$1.24M |
| Suncor Energy Inc New | — | 103.5K | $6.84M | 5.2% | $2.25M | Cut$1.73M |
| Ishares Tr | — | 40.1K | $5.85M | 4.5% | $188.2K | Cut$180.9K |
| Chevron Corp New | CVX | 26.5K | $5.48M | 4.2% | $1.44M | Cut$1.43M |
| Glencore plc/ADR | GLCNF | 335.1K | $5.09M | 3.9% | — | New |
| Bank America Corp | — | 104.2K | $5.08M | 3.9% | −$651.3K | Cut−$712.3K |
| Aclaris Therapeutics, Inc. | ACRS | 947.2K | $3.55M | 2.7% | $700.9K | Cut$679.5K |
| Abrdn Etfs | — | 143.4K | $3.48M | 2.7% | $682.5K | Cut$669.4K |
| Century Alum Co | — | 57.6K | $3.38M | 2.6% | $1.12M | Cut$1.12M |
| Cato Corp New | — | 1.18M | $3.33M | 2.5% | −$271K | Added$108.9K |
| Jpmorgan Chase & Co. | — | 11.3K | $3.32M | 2.5% | −$316.6K | Held |
| Verizon Communications Inc | VZ | 59.9K | $3.01M | 2.3% | $566.9K | Cut$563.4K |
| Lkq Corp | LKQ | 102.1K | $3M | 2.3% | — | New |
| Freeport-Mcmoran Inc | FCX | 48.8K | $2.87M | 2.2% | $389.7K | Cut$386.5K |
| Amylyx Pharmaceuticals, Inc. | AMLX | 197.9K | $2.75M | 2.1% | $360.2K | Cut$352.7K |
| Siriusxm Holdings Inc | — | 115.4K | $2.66M | 2.0% | $328.1K | Added$537.1K |
| Enbridge Inc | — | 39.9K | $2.16M | 1.7% | $251.6K | Cut$240.6K |
| Ziff Davis, Inc. | ZD | 41.2K | $1.73M | 1.3% | — | New |
| Molina Healthcare, Inc. | MOH | 12.6K | $1.68M | 1.3% | −$507.3K | Cut−$514.8K |
| Patrick Inds Inc | — | 13.9K | $1.54M | 1.2% | $36.6K | Held |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 1.1% | −$73.3K | Held |
| An2 Thereapeutics Inc | — | 371.8K | $1.27M | 1.0% | $847.6K | Cut$841.9K |
| Tectonic Therapeutic, Inc. | TECX | 37.2K | $1.15M | 0.9% | $373.7K | Cut$370.2K |
| Richardson Electrs Ltd | — | 94K | $1.03M | 0.8% | $6.58K | Cut−$265.5K |
| Ishares Tr | — | 16.6K | $706.8K | 0.5% | — | New |
| Kezar Life Sciences Inc | — | 80.3K | $596.1K | 0.5% | $90.8K | Cut$88.9K |
| PMV Pharmaceuticals, Inc. | PMVP | 473.4K | $587K | 0.4% | −$4.73K | Cut−$10.5K |
| Atea Pharmaceuticals, Inc. | AVIR | 89.9K | $483.9K | 0.4% | $162.8K | Cut$160.7K |
| Duke Energy Corp | — | 3.6K | $471.4K | 0.4% | $49.4K | Held |
| Merchants Bancorp Ind | — | 10.1K | $434.5K | 0.3% | $89.6K | Held |
| General Electric Co | GE | 1.25K | $355K | 0.3% | −$30.4K | Held |
| Ford Mtr Co | — | 27.5K | $317.4K | 0.2% | −$43.5K | Held |
| Occidental Pete Corp | — | 7.14K | $306.2K | 0.2% | — | New |
| GE Vernova Inc. | GEV | 332 | $289.8K | 0.2% | $72.8K | Held |
| Bank Montreal Que | — | 1.7K | $230.1K | 0.2% | — | New |
| Exxon Mobil Corp | — | 1.25K | $211.2K | 0.2% | — | New |
| Hurco Co | — | 13.7K | $202K | 0.2% | — | New |
| OnKure Therapeutics, Inc. | OKUR | 40.4K | $167.3K | 0.1% | $50.1K | Cut$47.6K |
| ImageneBio, Inc. | IMA | 18.6K | $92.8K | 0.1% | −$35.3K | Cut−$38.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.