Cook & Bynum Capital Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Cook & Bynum Capital Management, LLC reported 6 stock positions worth $125.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 45.9% of the portfolio, followed by Anheuser-Busch Inbev-SPN ADR (BUD, 19.2%) and Fomento Economico Mex-SP ADR (FMX, 18.4%). Compared with Q2 2025, it added to 1 and reduced 1. The biggest buy was Ambev SA-ADR (ABEV, shares +26%) and the biggest sale Liberty Latin Americ Class C (LILAK, shares −26%).

Most Recent 13F
Q2 2026
Location
Birmingham, AL
CIK
0001542280
Portfolio Value
$125.2M (Q3 2025)
SEC Filing
0001999371-25-017884 ↗ filed Nov 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 Q2 2025 Q3 2025: $125.2M $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 · $125.2M

BRK.B Berkshire Hathaway Inc. Class B 45.94% 114,383 $57.5M No change
BUD Anheuser-Busch Inbev-SPN ADR 19.23% 403,914 $24.1M No change
FMX Fomento Economico Mex-SP ADR 18.39% 233,445 $23.0M No change
LILAK Liberty Latin Americ Class C 11.72% 1,738,183 $14.7M Reduce -25.8%
ABEV Ambev SA-ADR 2.41% 1,354,009 $3.0M Add +25.6%
LILA Liberty Latin Americ Class A 2.31% 348,365 $2.9M No change

Portfolio Sells Q2 2025 → Q3 2025

LILAK Liberty Latin Americ Class C Reduce -25.8% 11.72% +0.15

Portfolio Buys Q2 2025 → Q3 2025

ABEV Ambev SA-ADR Add +25.6% 2.41% +0.36

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