Cook & Bynum Capital Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Cook & Bynum Capital Management disclosed 6 US equity positions worth $126.5m in its Q2 2025 13F filing. The largest position was BRK/B at 43.9% of the reported book, followed by BUD and FMX. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 6 holdings.
What did Cook & Bynum Capital Management own in Q2 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B Berkshire Hathaway Inc. | 43.9% | $55.6m | 114,383 | -1% | reduced | |
| 2 | BUD Anheuser Busch Inbev | Consumer Defensive | 21.9% | $27.8m | 403,914 | 0% | held |
| 3 | FMX Fomento Economico Mexicano S.A.B. de C.V. ADR | 18.8% | $23.8m | 233,445 | 0% | held | |
| 4 | Liberty Latin America LTD - CL C | 11.6% | $14.6m | 2,343,429 | 0% | held | |
| 5 | ABEV Ambev SA | Consumer Defensive | 2.1% | $2.6m | 1,078,495 | 0% | held |
| 6 | Liberty Latin America LTD - CL A | 1.7% | $2.1m | 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.