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Aldebaran Capital Portfolio holdings

AUM $131M
1-Year Est. Return 34.7%
This Fund
S&P 500
This Quarter Est. Return
+5.32%
1 Year Est. Return
+34.7%
3 Year Est. Return
+72.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$112M
AUM Growth
+$2.66M
Cap. Flow
-$49.3K
Cap. Flow %
-0.04%
Top 10 Hldgs %
69.82%
Holding
36
New
3
Increased
3
Reduced
25
Closed
1

Top Buys

Rank Stock Value
1
MOH icon
Molina Healthcare
MOH
+$2.08M
2
LLY icon
Eli Lilly
LLY
+$1.19M
3
KZR
Kezar Life Sciences
KZR
+$470K
4
AVIR icon
Atea Pharmaceuticals
AVIR
+$288K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$122K

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$853K
2
TECK icon
Teck Resources
TECK
+$534K
3
MSFT icon
Microsoft
MSFT
+$430K
4
OXY icon
Occidental Petroleum
OXY
+$363K
5
BG icon
Bunge Global
BG
+$304K

Sector Composition

Rank Sector Weight
1 Financials 28.23%
2 Healthcare 17.6%
3 Energy 15.82%
4 Technology 9.03%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KZR
26
DELISTED
Kezar Life Sciences
KZR
$507K 0.45%
+80,630
New +$470K
DUK icon
27
Duke Energy
DUK
$102B
$422K 0.38%
3,600
– –
GE icon
28
GE Aerospace
GE
$367B
$385K 0.35%
1,251
-5
-0.4% -$1.51K
F icon
29
Ford
F
$57.3B
$361K 0.32%
27,500
-650
-2% -$8.38K
MBIN icon
30
Merchants Bancorp
MBIN
$2.19B
$345K 0.31%
10,125
– –
AVIR icon
31
Atea Pharmaceuticals
AVIR
$379M
$323K 0.29%
+90,529
New +$288K
GEV icon
32
GE Vernova
GEV
$270B
$217K 0.19%
332
– –
IMA
33
ImageneBio Inc
IMA
$63.1M
$132K 0.12%
19,070
-492
-3% -$3.65K
OKUR
34
OnKure Therapeutics
OKUR
$166M
$120K 0.11%
41,284
-2,713
-6% -$8.12K
TECK icon
35
Teck Resources
TECK
$29.5B
– –
-12,160
Closed -$534K
1
2

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LC
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EWP
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JPT
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Aldebaran Capital's Q4 2025 Portfolio in Review

As of Q4 2025, Aldebaran Capital held 36 positions worth $112M, up 2.4% from $109M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Aldebaran Capital's Q4 2025 filing shows 3 new, 3 increased, 25 reduced and 1 closed positions. Its largest new stake was Molina Healthcare: 12,651 shares worth $2.2M. The largest sale was Berkshire Hathaway Class B, an estimated $853K.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 30% a quarter earlier, followed by Healthcare and Energy.

  • Aldebaran Capital's largest Q4 2025 buy was Molina Healthcare: 12,651 shares worth $2.2M.
  • Aldebaran Capital added most to Eli Lilly in Q4 2025, an estimated $1.19M increase.
  • Aldebaran Capital's biggest Q4 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $853K.
  • Aldebaran Capital fully exited Teck Resources in Q4 2025, selling an estimated $534K.
  • Aldebaran Capital's ten largest holdings make up 70% of its $112M portfolio in Q4 2025.
  • Aldebaran Capital opened 3 new positions and closed 1 in Q4 2025.
  • Aldebaran Capital's portfolio value rose 2.4% quarter-over-quarter to $112M.

Based on Aldebaran Capital's 13F filing for Q4 2025, filed 12 Feb 2026.