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Cook & Bynum Capital Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$127M
-1.3%
Holdings
6
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BUD 21.94% 19.40% +2.53% $28M
FMX 18.84% 17.78% +1.06% $24M
LILAK 11.57% 11.36% +0.21% $15M
ABEV 2.05% 1.96% +0.09% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 43.92% 47.78% -3.86% $56M
LILA 1.68% 1.72% -0.04% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $56M 43.9%
Large Cap 3 $54M 42.8%
Small Cap 2 $17M 13.2%

Portfolio Analytics

Avg Market Cap
$214.7B
Median Market Cap
$37.2B
Avg P/E
19.5
Median P/E
19.4
Avg Dividend Yield
0.03%
Avg Beta
0.55
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BRK-B 43.92% 114,383 $56M $485.77 -$6M -577 -0.5%
2 BUD 21.94% 403,914 $28M $68.72 $3M
3 FMX 18.84% 233,445 $24M $102.10 $1M
4 LILAK 11.57% 2,343,429 $15M $6.24 $79K
5 ABEV 2.05% 1,078,495 $3M $2.41 $87K
6 LILA 1.68% 348,365 $2M $6.11 -$76K
View SEC EDGAR Filings for Cook & Bynum Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms