Aldebaran Capital, LLC
Filing Date
Global Rank
#5,459
/ 8,605
▲ 405
· as of Mar 2026
Top Industry
Insurance - Diversified
17.2%
3Y Alpha vs SPY
-4.9%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.7%
SPY
+76.5%
Annualised alpha
-4.7%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.2%
−2.9 pts
Top 5
48.1%
−5.4 pts
Top 10
69.9%
−5.3 pts
HHI
703
Diversified−134
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.4% | $28,315,919 |
| Energy | 21.9% | $24,496,906 |
| Healthcare | 17.3% | $19,344,052 |
| Consumer Defensive | 7.7% | $8,600,246 |
| Technology | 7.7% | $8,563,400 |
| Consumer Cyclical | 7.3% | $8,186,755 |
| Communication Services | 6.6% | $7,396,158 |
| Basic Materials | 5.6% | $6,245,659 |
| Industrials | 0.4% | $491,755 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BG | Bunge Global SA | −26,383 | 67,612 | $8,600,246 | |
| RELL | Richardson Electronics, Ltd. | −25,010 | 93,969 | $1,028,960 | |
| SU | Suncor Energy Inc | −11,830 | 103,481 | $6,841,128 | |
| ACRS | Aclaris Therapeutics, Inc. | −7,100 | 947,162 | $3,551,857 | |
| OXY | Occidental Petroleum Corp /De/ | −5,482 | 154,152 | $10,019,880 | |
| PMVP | PMV Pharmaceuticals, Inc. | −4,626 | 473,362 | $586,968 | |
| BAC | Bank Of America Corp /De/ | −1,110 | 104,202 | $5,079,847 | |
| OKUR | OnKure Therapeutics, Inc. | −865 | 40,419 | $167,334 | |
| AMLX | Amylyx Pharmaceuticals, Inc. | −616 | 197,892 | $2,750,698 | |
| AVIR | Atea Pharmaceuticals, Inc. | −583 | 89,946 | $483,909 | |
| IMA | ImageneBio, Inc. | −504 | 18,566 | $92,830 | |
| KZR | Kezar Life Sciences, Inc. | −295 | 80,335 | $596,085 | |
| ENB | Enbridge Inc | −230 | 39,879 | $2,159,049 | |
| TECX | Tectonic Therapeutic, Inc. | −169 | 37,184 | $1,149,357 | |
| CENX | Century Aluminum Co | −130 | 57,570 | $3,378,783 | |
| VZ | Verizon Communications Inc | −85 | 59,863 | $3,005,122 | |
| FCX | Freeport-Mcmoran Inc | −62 | 48,773 | $2,866,876 | |
| CVX | Chevron Corp | −50 | 26,471 | $5,476,849 | |
| MOH | Molina Healthcare, Inc. | −43 | 12,608 | $1,680,646 | |
| LLY | ELI LILLY & Co | −25 | 9,007 | $8,284,368 | |
| BRK-B | Berkshire Hathaway Inc | −10 | 40,177 | $19,252,818 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
33 positions ·
$111,640,850 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 40,177 | $19,252,818 | 17.25% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 154,152 | $10,019,880 | 8.98% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Reduced | 67,612 | $8,600,246 | 7.70% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 9,007 | $8,284,368 | 7.42% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,354 | $7,534,440 | 6.75% | |
| SU |
Suncor Energy Inc
Energy
|
Reduced | 103,481 | $6,841,128 | 6.13% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 26,471 | $5,476,849 | 4.91% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 104,202 | $5,079,847 | 4.55% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
Reduced | 947,162 | $3,551,857 | 3.18% | |
| CENX |
Century Aluminum Co
Basic Materials
|
Reduced | 57,570 | $3,378,783 | 3.03% | |
| CATO |
Cato Corp
Consumer Cyclical
|
Added | 1,176,687 | $3,330,024 | 2.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 11,282 | $3,318,713 | 2.97% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 59,863 | $3,005,122 | 2.69% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
NEW | 102,098 | $2,998,618 | 2.69% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 48,773 | $2,866,876 | 2.57% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
Reduced | 197,892 | $2,750,698 | 2.46% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Added | 115,403 | $2,663,501 | 2.39% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 39,879 | $2,159,049 | 1.93% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
NEW | 41,171 | $1,727,535 | 1.55% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
Reduced | 12,608 | $1,680,646 | 1.51% | |
| PATK |
Patrick Industries Inc
Consumer Cyclical
|
Held | 13,872 | $1,540,763 | 1.38% | |
| TECX |
Tectonic Therapeutic, Inc.
Healthcare
|
Reduced | 37,184 | $1,149,357 | 1.03% | |
| RELL |
Richardson Electronics, Ltd.
Technology
|
Reduced | 93,969 | $1,028,960 | 0.92% | |
| KZR |
Kezar Life Sciences, Inc.
Healthcare
|
Reduced | 80,335 | $596,085 | 0.53% | |
| PMVP |
PMV Pharmaceuticals, Inc.
Healthcare
|
Reduced | 473,362 | $586,968 | 0.53% | |
| AVIR |
Atea Pharmaceuticals, Inc.
Healthcare
|
Reduced | 89,946 | $483,909 | 0.43% | |
| MBIN |
Merchants Bancorp
Financial Services
|
Held | 10,125 | $434,463 | 0.39% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 27,500 | $317,350 | 0.28% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 332 | $289,802 | 0.26% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
NEW | 1,700 | $230,078 | 0.21% | |
| HURC |
Hurco Companies Inc
Industrials
|
NEW | 13,729 | $201,953 | 0.18% | |
| OKUR |
OnKure Therapeutics, Inc.
Healthcare
|
Reduced | 40,419 | $167,334 | 0.15% | |
| IMA |
ImageneBio, Inc.
Healthcare
|
Reduced | 18,566 | $92,830 | 0.08% |