Cook & Bynum Capital Management 13F holdings, Q2 2023
Holdings as of June 30, 2023 · filings on SEC EDGAR · latest filing →
Cook & Bynum Capital Management disclosed 5 US equity positions worth $124.3m in its Q2 2023 13F filing. The largest position was BRK/B at 31.5% of the reported book, followed by BUD and FMX. Against the Q1 2023 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 5 holdings.
What did Cook & Bynum Capital Management own in Q2 2023? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2023 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B Berkshire Hathaway Inc. | 31.5% | $39.2m | 114,960 | 0% | held | |
| 2 | BUD Anheuser Busch Inbev | Consumer Defensive | 23.5% | $29.2m | 514,782 | 0% | held |
| 3 | FMX Fomento Economico Mexicano S.A.B. de C.V. ADR | 22.2% | $27.6m | 249,407 | 0% | held | |
| 4 | Liberty Latin America LTD - CL C | 20.3% | $25.2m | 2,925,155 | 0% | held | |
| 5 | Liberty Latin America LTD - CL A | 2.5% | $3.0m | 348,365 | 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.