Aldebaran Capital, LLC

Q1 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$130,816
Net value change ($000)
+19,294 (17.3%)
New positions
7
Sold out positions
0
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLNCY 5,086 NEW
OXY 3,456 52.7%
LKQ 2,999 NEW
ZD 1,728 NEW
SU 1,726 33.7%
CVX 1,435 35.5%
CENX 1,118 49.4%
ANTX 841 195.6%
EWJV 707 NEW
ACRS 680 23.7%
Top Reduces (Value $000, Stocks/ETFs)
LLY -1,423 -14.7%
MSFT -1,239 -14.1%
BRK-B -947 -4.7%
BAC -712 -12.3%
MOH -514 -23.4%
JPM -316 -8.7%
RELL -265 -20.5%
BRK-B -74 -4.9%
F -44 -12.2%
IMA -39 -29.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type