Cook & Bynum Capital Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Cook & Bynum Capital Management, LLC reported 6 stock positions worth $126.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 43.9% of the portfolio, followed by Anheuser-Busch Inbev-SPN ADR (BUD, 21.9%) and Fomento Economico Mex-SP ADR (FMX, 18.8%). Compared with Q1 2025, it reduced 1. The biggest sale was Berkshire Hathaway Class B (BRK.B, shares −1%).

Most Recent 13F
Q2 2026
Location
Birmingham, AL
CIK
0001542280
Portfolio Value
$126.5M (Q2 2025)
SEC Filing
0001999371-25-011352 ↗ filed Aug 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 Q4 2024 Q1 2025: $128.1M Q1 2025 Q2 2025: $126.5M $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 6 stocks · $126.5M

BRK.B Berkshire Hathaway Inc. Class B 43.92% 114,383 $55.6M Reduce -0.5%
BUD Anheuser-Busch Inbev-SPN ADR 21.94% 403,914 $27.8M No change
FMX Fomento Economico Mex-SP ADR 18.84% 233,445 $23.8M No change
LILAK Liberty Latin Americ Class C 11.56% 2,343,429 $14.6M No change
ABEV Ambev SA-ADR 2.06% 1,078,495 $2.6M No change
LILA Liberty Latin Americ Class A 1.68% 348,365 $2.1M No change

Portfolio Sells Q1 2025 → Q2 2025

BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 43.92% −3.86

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

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