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Cook & Bynum Capital Management, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$120M
-4.4%
Holdings
6
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BUD 21.62% 19.23% +2.38% $26M
FMX 19.72% 18.39% +1.33% $24M
BRK-B 46.49% 45.94% +0.55% $56M
ABEV 2.79% 2.41% +0.38% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LILAK 8.50% 11.72% -3.22% $10M
LILA 0.88% 2.31% -1.43% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $56M 46.5%
Large Cap 3 $53M 44.1%
Small Cap 2 $11M 9.4%

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 46.49% 110,671 $56M $502.65 -$2M -3,712 -3.2%
2 BUD 21.62% 403,914 $26M $64.04 $2M
3 FMX 19.72% 233,445 $24M $101.07 $570K
4 LILAK 8.50% 1,363,971 $10M $7.46 -$4M -374,212 -21.5%
5 ABEV 2.79% 1,354,009 $3M $2.47 $325K
6 LILA 0.88% 141,721 $1M $7.39 -$2M -206,644 -59.3%
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