Aldebaran Capital, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 28.6% | $32,568,199 |
| Healthcare | 21.7% | $24,723,691 |
| Energy | 16.2% | $18,431,751 |
| Consumer Cyclical | 8.4% | $9,552,889 |
| Technology | 8.1% | $9,263,162 |
| Consumer Defensive | 6.3% | $7,111,846 |
| Communication Services | 4.9% | $5,529,113 |
| Basic Materials | 4.8% | $5,424,781 |
| Industrials | 1.0% | $1,171,296 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OXY | Occidental Petroleum Corp /De/ | −20,848 | 133,304 | $6,474,575 | |
| ACRS | Aclaris Therapeutics, Inc. | −10,431 | 936,731 | $4,955,306 | |
| CATO | Cato Corp | −6,701 | 1,169,986 | $3,790,754 | |
| PMVP | PMV Pharmaceuticals, Inc. | −5,930 | 467,432 | $626,358 | |
| CENX | Century Aluminum Co | −5,575 | 51,995 | $2,392,289 | |
| BAC | Bank Of America Corp /De/ | −2,399 | 101,803 | $5,800,734 | |
| AMLX | Amylyx Pharmaceuticals, Inc. | −2,000 | 195,892 | $3,518,220 | |
| AVIR | Atea Pharmaceuticals, Inc. | −1,766 | 88,180 | $410,037 | |
| SIRI | Sirius Xm Holdings Inc. | −1,221 | 114,182 | $3,372,936 | |
| SU | Suncor Energy Inc | −1,212 | 102,269 | $5,489,799 | |
| BG | Bunge Global SA | −978 | 66,634 | $7,111,846 | |
| FCX | Freeport-Mcmoran Inc | −554 | 48,219 | $3,032,492 | |
| OKUR | OnKure Therapeutics, Inc. | −550 | 39,869 | $181,802 | |
| ENB | Enbridge Inc | −454 | 39,425 | $2,137,229 | |
| IMA | ImageneBio, Inc. | −442 | 18,124 | $106,931 | |
| TECX | Tectonic Therapeutic, Inc. | −387 | 36,797 | $1,265,080 | |
| CVX | Chevron Corp | −348 | 26,123 | $4,330,148 | |
| MSFT | Microsoft Corp | −310 | 20,044 | $7,476,812 | |
| PATK | Patrick Industries Inc | −262 | 13,610 | $1,221,905 | |
| MOH | Molina Healthcare, Inc. | −117 | 12,491 | $2,856,691 | |
| HURC | Hurco Companies Inc | −30 | 13,699 | $313,707 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 41,510 | $22,267,888 | 19.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 9,007 | $10,803,266 | 9.50% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 20,044 | $7,476,812 | 6.57% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Reduced | 66,634 | $7,111,846 | 6.25% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 133,304 | $6,474,575 | 5.69% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 101,803 | $5,800,734 | 5.10% | |
| SU |
Suncor Energy Inc
Energy
|
Reduced | 102,269 | $5,489,799 | 4.83% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
Reduced | 936,731 | $4,955,306 | 4.36% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 26,123 | $4,330,148 | 3.81% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
Added | 157,918 | $4,157,980 | 3.65% | |
| CATO |
Cato Corp
Consumer Cyclical
|
Reduced | 1,169,986 | $3,790,754 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 11,282 | $3,692,937 | 3.25% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
Reduced | 195,892 | $3,518,220 | 3.09% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Reduced | 114,182 | $3,372,936 | 2.96% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 48,219 | $3,032,492 | 2.67% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
Reduced | 12,491 | $2,856,691 | 2.51% | |
| CENX |
Century Aluminum Co
Basic Materials
|
Reduced | 51,995 | $2,392,289 | 2.10% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
Added | 41,172 | $2,156,177 | 1.90% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 39,425 | $2,137,229 | 1.88% | |
| RELL |
Richardson Electronics, Ltd.
Technology
|
Held | 93,969 | $1,786,350 | 1.57% | |
| TECX |
Tectonic Therapeutic, Inc.
Healthcare
|
Reduced | 36,797 | $1,265,080 | 1.11% | |
| PATK |
Patrick Industries Inc
Consumer Cyclical
|
Reduced | 13,610 | $1,221,905 | 1.07% | |
| PMVP |
PMV Pharmaceuticals, Inc.
Healthcare
|
Reduced | 467,432 | $626,358 | 0.55% | |
| MBIN |
Merchants Bancorp
Financial Services
|
Held | 10,125 | $506,250 | 0.44% | |
| GE |
General Electric Co
Industrials
|
Held | 1,251 | $467,536 | 0.41% | |
| AVIR |
Atea Pharmaceuticals, Inc.
Healthcare
|
Reduced | 88,180 | $410,037 | 0.36% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 332 | $390,053 | 0.34% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 27,500 | $382,250 | 0.34% | |
| HURC |
Hurco Companies Inc
Industrials
|
Reduced | 13,699 | $313,707 | 0.28% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Held | 1,700 | $300,390 | 0.26% | |
| OKUR |
OnKure Therapeutics, Inc.
Healthcare
|
Reduced | 39,869 | $181,802 | 0.16% | |
| IMA |
ImageneBio, Inc.
Healthcare
|
Reduced | 18,124 | $106,931 | 0.09% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.