In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Aldebaran Capital, LLC reported 32 stock positions worth $104.7 million . Its top holding was Berkshire Hathaway Class B (BRK.B) at 17.8% of the portfolio, followed by Occidental Petroleum (OXY, 10.9% ) and Bunge (BG, 10.2% ). Compared with Q4 2023, it opened 5 new positions, sold out of 3, added to 3 and reduced 17. The biggest buy was a new position in iShares Russell Mid-Cap Valu (IWS) and the biggest sale an exit from Corning (GLW).
Location CARMEL, IN
CIK 0001448430
Portfolio Value $104.7M (Q1 2024) Holdings 32 stocks · $104.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 BRK.B Berkshire Hathaway Inc. Class B 44,375 $18.7M Reduce -4.1% OXY Occidental Petroleum Corp. 175,559 $11.4M Add +7.0% BG Bunge Ltd. 103,849 $10.6M Reduce -0.7% MSFT Microsoft Corp. 23,692 $10.0M Reduce -3.0% LLY Eli Lilly & Co. 7,783 $6.1M No change BAC Bank of America Corp. filed as BANK AMERICA CORP 145,875 $5.5M Reduce -3.9% CATO Cato Corp. Class A 906,975 $5.2M Add +0.2% IWS iShares Russell Mid-Cap Valu 39,944 $5.0M New SU Suncor Energy Inc. 130,300 $4.8M Reduce -3.6% CVX Chevron Corp. 29,883 $4.7M Reduce -3.1% BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 160,013 $3.2M Reduce -3.4% JPM JPMorgan Chase & Co. 11,907 $2.4M No change HI Hillenbrand Inc. 41,154 $2.1M Reduce -3.7% VZ Verizon Communications Inc. 44,040 $1.8M Reduce -4.5% ENB Enbridge Inc. 44,505 $1.6M Reduce -4.0% FCX Freeport-McMoran Inc. 33,054 $1.6M Reduce -3.0% RELL Richardson Elec Ltd. 153,421 $1.4M Reduce -3.5% BRK.A Berkshire Hathaway Inc. Class A 2 $1.3M No change PATK Patrick Industries Inc. 9,574 $1.1M Reduce -4.6% CENX Century Aluminum Company 65,390 $1.0M Reduce -1.8% IESC Ies Holdings Inc. filed as IES HLDGS INC 5,666 $689K No change AVROBIO INC 517,431 $662K Add +13.7% RENEO PHARMACEUTICALS INC 396,410 $658K New TECK Teck Resources Ltd.-CLS B 13,558 $621K Reduce -3.3% B Barrick Gold Corp. 31,192 $519K Reduce -2.6% MBIN Merchants Bancorp 10,125 $437K No change Duke Energy Corp New 3,600 $348K No change BCIM Abrdn Bloomberg Industrial M filed as ABRDN ETFS 13,761 $295K Reduce -0.4% F Ford Motor Co. filed as FORD MTR CO DEL 20,650 $274K No change GE General Electric Co.-Wi 1,331 $234K New XOM Exxon Mobil Corp. 1,908 $222K New PG The Procter & Gamble Co. 1,260 $205K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $367K (not counted above) Security Class Shares / Principal Value Change OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 8,505 $367K Reduce -4.5%
Total filed on the 13F, all lines: $105.0M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ GLW Corning Inc. Sold out 0.00% −5.02 RELL Richardson Elec Ltd. Reduce -3.5% 1.35% −0.83 BG Bunge Ltd. Reduce -0.7% 10.17% −0.67 CYTT Cyteir Therapeutics Inc. Sold out 0.00% −0.45 BCI Abrdn Bloomberg All Commodit Reduce -3.4% 3.02% −0.27 CVX Chevron Corp. Reduce -3.1% 4.50% −0.22 IYW iShares Ustechnology ETF Sold out 0.00% −0.21 ENB Enbridge Inc. Reduce -4.0% 1.54% −0.18 HI Hillenbrand Inc. Reduce -3.7% 1.98% −0.12 B Barrick Gold Corp. Reduce -2.6% 0.50% −0.10 BCIM Abrdn Bloomberg Industrial M Reduce -0.4% 0.28% −0.03 VZ Verizon Communications Inc. Reduce -4.5% 1.77% −0.02 TECK Teck Resources Ltd.-CLS B Reduce -3.3% 0.59% −0.02 FCX Freeport-McMoran Inc. Reduce -3.0% 1.49% −0.01 BAC Bank of America Corp. Reduce -3.9% 5.29% +0.04 PATK Patrick Industries Inc. Reduce -4.6% 1.09% +0.06 MSFT Microsoft Corp. Reduce -3.0% 9.52% +0.08 CENX Century Aluminum Company Reduce -1.8% 0.96% +0.13 SU Suncor Energy Inc. Reduce -3.6% 4.60% +0.15 BRK.B Berkshire Hathaway Inc. Class B Reduce -4.1% 17.83% +0.88
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ IWS iShares Russell Mid-Cap Valu New 4.78% +4.78 OXY Occidental Petroleum Corp. Add +7.0% 10.90% +0.84 RENEO PHARMACEUTICALS INC New 0.63% +0.63 GE General Electric Co.-Wi New 0.22% +0.22 XOM Exxon Mobil Corp. New 0.21% +0.21 PG The Procter & Gamble Co. New 0.20% +0.20 AVROBIO INC Add +13.7% 0.63% −0.00 CATO Cato Corp. Class A Add +0.2% 5.00% −1.64
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Reduce -4.5% 8,505 $367K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 39 $133.1M BRK.B, LLY, MSFT, BG, IWS Q1 2026 42 $130.5M BRK.B, OXY, BG, LLY, MSFT Q4 2025 35 $111.5M BRK.B, LLY, MSFT, BG, OXY Q3 2025 33 $108.9M BRK.B, MSFT, OXY, BG, LLY Q2 2025 34 $101.3M BRK.B, MSFT, BG, OXY, LLY Q1 2025 40 $105.5M BRK.B, OXY, BG, MSFT, LLY Q4 2024 36 $105.0M BRK.B, MSFT, OXY, BG, BAC Q3 2024 36 $109.3M BRK.B, MSFT, BG, OXY, LLY Q2 2024 35 $107.1M BRK.B, OXY, BG, MSFT, LLY Q1 2024 32 $104.7M BRK.B, OXY, BG, MSFT, LLY