Cook & Bynum Capital Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Cook & Bynum Capital Management, LLC reported 5 stock positions worth $113.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 46.1% of the portfolio, followed by Anheuser-Busch Inbev-SPN ADR (BUD, 18.9%) and Fomento Economico Mex-SP ADR (FMX, 18.7%). Compared with Q3 2024, it reduced 2. The biggest sale was Liberty Latin Americ Class C (LILAK, shares −13%).

Most Recent 13F
Q2 2026
Location
Birmingham, AL
CIK
0001542280
Portfolio Value
$113.1M (Q4 2024)
SEC Filing
0001839882-25-009050 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $131.2M Q1 2024 Q2 2024: $131.4M Q2 2024 Q3 2024: $138.6M Q3 2024 Q4 2024: $113.1M $113.1M Q4 2024 Q1 2025: $128.1M Q1 2025 Q2 2025: $126.5M Q2 2025 Q3 2025: $125.2M Q3 2025 Q4 2025: $119.7M Q4 2025 Q1 2026: $124.2M Q1 2026 Q2 2026: $134.5M Q2 2026

Holdings 5 stocks · $113.1M
BRK.B Berkshire Hathaway Inc. Class B 46.06% 114,960 $52.1M No change
BUD Anheuser-Busch Inbev-SPN ADR 18.89% 426,871 $21.4M Reduce -6.2%
FMX Fomento Economico Mex-SP ADR 18.74% 248,007 $21.2M No change
LILAK Liberty Latin Americ Class C 14.34% 2,559,004 $16.2M Reduce -12.5%
LILA Liberty Latin Americ Class A 1.96% 348,365 $2.2M No change

Options reported separately and not counted above: LMT puts ($31.1M), NOC puts ($9.9M).

Portfolio Sells Q3 2024 → Q4 2024
LILAK Liberty Latin Americ Class C Reduce -12.5% 14.34% −5.68
BUD Anheuser-Busch Inbev-SPN ADR Reduce -6.2% 18.89% −2.86

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

Options Activity Q3 2024 → Q4 2024
LMT Lockheed Martin Corp. put New 64,000 $31.1M
NOC Northrop Grumman Corp. put New 21,000 $9.9M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$134.5MBRK.B, BUD, FMX, LILAK, ABEV
Q1 2026 6$124.2MBRK.B, BUD, FMX, LILAK, ABEV
Q4 2025 6$119.7MBRK.B, BUD, FMX, LILAK, ABEV
Q3 2025 6$125.2MBRK.B, BUD, FMX, LILAK, ABEV
Q2 2025 6$126.5MBRK.B, BUD, FMX, LILAK, ABEV
Q1 2025 6$128.1MBRK.B, BUD, FMX, LILAK, ABEV
Q4 2024 5$113.1MBRK.B, BUD, FMX, LILAK, LILA
Q3 2024 5$138.6MBRK.B, BUD, LILAK, FMX, LILA
Q2 2024 5$131.4MBRK.B, LILAK, FMX, BUD, LILA
Q1 2024 5$131.2MBRK.B, FMX, BUD, LILAK, LILA