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Cook & Bynum Capital Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$125M
-1.1%
Holdings
6
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-B 45.94% 43.92% +2.02% $58M
LILA 2.31% 1.68% +0.62% $3M
ABEV 2.41% 2.05% +0.36% $3M
LILAK 11.72% 11.57% +0.15% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BUD 19.23% 21.94% -2.71% $24M
FMX 18.39% 18.84% -0.45% $23M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $58M 45.9%
Large Cap 3 $50M 40.0%
Small Cap 2 $18M 14.0%

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 45.94% 114,383 $58M $502.74 $2M
2 BUD 19.23% 403,914 $24M $59.61 -$4M
3 FMX 18.39% 233,445 $23M $98.63 -$811K
4 LILAK 11.72% 1,738,183 $15M $8.44 $39K -605,246 -25.8%
5 ABEV 2.41% 1,354,009 $3M $2.23 $420K +275,514 +25.6%
6 LILA 2.31% 348,365 $3M $8.29 $759K
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