Cook & Bynum Capital Management 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Cook & Bynum Capital Management disclosed 6 US equity positions worth $128.1m in its Q1 2025 13F filing. The largest position was BRK/B at 47.8% of the reported book, followed by BUD and FMX. Against the Q4 2024 filing, it opened 1 new position, added to 0 and reduced 3 among the top 6 holdings.
What did Cook & Bynum Capital Management own in Q1 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B BERKSHIRE HATHAWAY INC DEL | 47.8% | $61.2m | 114,960 | 0% | held | |
| 2 | BUD ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 19.4% | $24.9m | 403,914 | -5% | reduced |
| 3 | FMX FOMENTO ECONOMICO MEXICANO S | 17.8% | $22.8m | 233,445 | -6% | reduced | |
| 4 | LIBERTY LATIN AMERICA LTD | 11.4% | $14.6m | 2,343,429 | -8% | reduced | |
| 5 | ABEV AMBEV SA | Consumer Defensive | 2.0% | $2.5m | 1,078,495 | – | new |
| 6 | LIBERTY LATIN AMERICA LTD | 1.7% | $2.2m | 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.