Cook & Bynum Capital Management 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Cook & Bynum Capital Management disclosed 6 US equity positions worth $119.7m in its Q4 2025 13F filing. The largest position was BRK/B at 46.5% of the reported book, followed by BUD and FMX. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 6 holdings.
What did Cook & Bynum Capital Management own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B Berkshire Hathaway Inc. | 46.5% | $55.6m | 110,671 | -3% | reduced | |
| 2 | BUD Anheuser Busch Inbev | Consumer Defensive | 21.6% | $25.9m | 403,914 | 0% | held |
| 3 | FMX Fomento Economico Mexicano S.A.B. de C.V. ADR | 19.7% | $23.6m | 233,445 | 0% | held | |
| 4 | Liberty Latin America LTD - CL C | 8.5% | $10.2m | 1,363,971 | -22% | reduced | |
| 5 | ABEV Ambev SA | Consumer Defensive | 2.8% | $3.3m | 1,354,009 | 0% | held |
| 6 | Liberty Latin America LTD - CL A | 0.9% | $1.0m | 141,721 | -59% | reduced |
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.