Aldebaran Capital, LLC

Q3 2025 13F-HR Holdings

Location
Carmel, IN
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
33
Total value ($000)
$108,865
Net value change ($000)
+7,526 (7.4%)
New positions
2
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CATO 1,408 48.0%
AMLX 1,383 99.1%
VZ 1,051 60.6%
OXY 769 10.7%
CENX 646 58.6%
BRK-B 579 2.8%
SU 468 10.3%
ACRS 466 33.0%
BAC 416 8.0%
MSFT 337 3.5%
Top Reduces (Value $000, Stocks/ETFs)
EPIX -984 -100.0%
IMA -324 -100.0%
PG -201 -100.0%
TECX -196 -24.5%
FCX -178 -8.1%
LLY -129 -2.1%
MBIN -13 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type