Cook & Bynum Capital Management 13F holdings, Q1 2021
Holdings as of March 31, 2021 · filings on SEC EDGAR · latest filing →
Cook & Bynum Capital Management disclosed 5 US equity positions worth $122.6m in its Q1 2021 13F filing. The largest position was Liberty Latin America LTD - CL C at 31.3% of the reported book, followed by BUD and BRK/B. Against the Q4 2020 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 5 holdings.
What did Cook & Bynum Capital Management own in Q1 2021? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2020 |
|---|---|---|---|---|---|---|---|
| 1 | Liberty Latin America LTD - CL C | 31.3% | $38.3m | 2,953,470 | -1% | reduced | |
| 2 | BUD Anheuser Busch Inbev | Consumer Defensive | 26.4% | $32.4m | 514,782 | -0% | held |
| 3 | BRK/B Berkshire Hathaway Inc. | 24.0% | $29.4m | 114,960 | 0% | held | |
| 4 | FMX Fomento Economico Mexicano S.A.B. de C.V. ADR | 14.8% | $18.2m | 241,261 | 14% | added | |
| 5 | Liberty Latin America LTD - CL A | 3.5% | $4.3m | 336,965 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.