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Aldebaran Capital, LLC — 13F Holdings & Portfolio

CIK 1448430 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Aldebaran Capital, LLC manages $133.1M in 13F-reported U.S. long-equity assets across 39 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (15.61%), LLY (8.12%), MSFT (5.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 4; 26 existing positions rose in reported value and 9 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$133.1M

Long-equity book

Holdings
39

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+0 / −4 / ↑26 / ↓9

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BRK.B15.6% · +3%LLY8.1% · 0%MSFT5.6% · -2%BG5.3% · -1%IWS4.9% · -1%OXY4.9% · -14%BAC4.4% · -2%SU4.1% · -1%ACRS3.7% · -1%GLCNF3.4% · -1%CVX3.3% · -1%LKQ3.1% · +55%CATO2.8% · -1%JPM2.8% · 0%AMLX2.6% · -1%SIRI2.5% · -1%BCI2.4% · -1%FCX2.3% · -1%EWJV2.2% · +298%MOH2.1% · -1%CENX1.8% · -10%ZD1.6% · 0%ENB1.6% · -1%RELL1.3% · 0%ANTX1.3% · -1%BRK.A1.1% · 0%TECX0.9% · -1%PATK0.9% · -2%PMVP0.5% · -1%MBIN0.4% · 0%POR0.4% · newDUK0.3% · 0%AVIR0.3% · -2%GEV0.3% · 0%F0.3% · 0%HURC0.2% · -0%BMO0.2% · 0%OKUR0.1% · -1%IMA0.1% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 60%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$222.8M
Discretionary
$222.8M
Employees
8
Accounts
713
Address
200 COLONIAL HEIGHTS ROAD
KINGSPORT, TN 37663
Phone
(423) 239-7535
Website
Name Title / Status Ownership Type
RABER, KATHERINE, ARCHER ControlSECRETARY; DIRECTOR
since Oct 2019
Less than 5%Individual
RABER, PETER, WILLIAM ControlPRESIDENT; CHIEF EXECUTIVE OFFICER; DIRECTOR; TREASURER; CHIEF COMPLIANCE OFFICER
since Oct 2019
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2022 filing
  • No longer listedRABER, DONALD, ROBERT · VICE PRESIDENT; DIRECTOR · Less than 5% · listed since Apr 2016
  • ChangedRABER, PETER, WILLIAM · title PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; DIRECTOR; TREASURER → PRESIDENT; CHIEF EXECUTIVE OFFICER; DIRECTOR; TREASURER; CHIEF COMPLIANCE OFFICER
Nov 13, 2019 filing
  • No longer listedRABER, DONALD, ROBERT · PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR, TREASURER · 75% or more · control person · listed since Aug 1991
  • AddedRABER, KATHERINE, ARCHER · SECRETARY; DIRECTOR · Less than 5% · control person
  • ChangedRABER, DONALD, ROBERT · title VICE PRESIDENT → VICE PRESIDENT; DIRECTOR
  • ChangedRABER, PETER, WILLIAM · title CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; SECRETARY → PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; DIRECTOR; TREASURER; ownership Less than 5% → 75% or more
May 31, 2016 filing
  • No longer listedRABER, LOYCE, CECELIA · DIRECTOR; SECRETARY · Less than 5% · control person · listed since Aug 1991
  • AddedRABER, DONALD, ROBERT · VICE PRESIDENT · Less than 5%
  • ChangedRABER, DONALD, ROBERT · title PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR → PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR, TREASURER
  • ChangedRABER, PETER, WILLIAM · title CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; → CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR; SECRETARY
Mar 25, 2013 filing
  • ChangedRABER, PETER, WILLIAM · title CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; DIRECTOR; → CHIEF COMPLIANCE OFFICER; SR VICE PRESIDENT; DIRECTOR;
Mar 28, 2012 filing (earliest on record)
  • ListedRABER, DONALD, ROBERT · PRESIDENT, CHIEF EXECUTIVE OFFICER; DIRECTOR · 75% or more · control person
  • ListedRABER, LOYCE, CECELIA · DIRECTOR; SECRETARY · Less than 5% · control person
  • ListedRABER, PETER, WILLIAM · CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; DIRECTOR; · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 26 →

Top Trims

Show all 9 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

Show all 4 →

Aldebaran Capital, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $20.8M 15.61% 41,508 SH
2 LILLY ELI & CO LLY 532457108 $10.8M 8.12% 9,007 SH
3 MICROSOFT CORP MSFT 594918104 $7.5M 5.62% 20,044 SH
4 BUNGE LIMITED BG H11356104 $7.1M 5.34% 66,634 SH
5 ISHARES TR RUS MDCP VAL IWS 464287473 $6.5M 4.90% 39,640 SH
6 OCCIDENTAL PETE CORP OXY 674599105 $6.5M 4.86% 133,304 SH
7 BANK AMERICA CORP BAC 060505104 $5.8M 4.36% 101,803 SH
8 SUNCOR ENERGY INC NEW SU 867224107 $5.5M 4.12% 102,269 SH
9 ACLARIS THERAPEUTICS INC ACRS 00461U105 $5.0M 3.72% 936,731 SH
10 GLENCORE PLC GLCNF 37827X100 $4.5M 3.38% 330,821 SH
11 CHEVRON CORP NEW CVX 166764100 $4.3M 3.25% 26,123 SH
12 LKQ CORP LKQ 501889208 $4.2M 3.12% 157,918 SH
13 CATO CORP NEW CATO 149205106 $3.8M 2.85% 1,169,986 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $3.7M 2.77% 11,282 SH
15 AMYLYX PHARMACEUTICALS INC AMLX 03237H101 $3.5M 2.64% 195,892 SH
16 SIRIUS XM HOLDINGS INC SIRI 829933100 $3.4M 2.53% 114,182 SH
17 ABRDN ETFS BCI 003261104 $3.2M 2.38% 141,576 SH
18 FREEPORT-MCMORAN INC FCX 35671D857 $3.0M 2.28% 48,219 SH
19 ISHARES TR MSCI JP VALUE EWJV 46435U374 $2.9M 2.18% 65,880 SH
20 MOLINA HEALTHCARE INC MOH 60855R100 $2.9M 2.15% 12,491 SH
21 CENTURY ALUM CO CENX 156431108 $2.4M 1.80% 51,995 SH
22 ZIFF DAVIS INC ZD 48123V102 $2.2M 1.62% 41,172 SH
23 ENBRIDGE INC ENB 29250N105 $2.1M 1.61% 39,425 SH
24 RICHARDSON ELECTRS LTD RELL 763165107 $1.8M 1.34% 93,969 SH
25 AN2 THEREAPEUTICS INC ANTX 373261056 $1.8M 1.34% 367,435 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 1.13% 2 SH
27 TECTONIC THERAPEUTIC INC TECX 878972108 $1.3M 0.95% 36,797 SH
28 PATRICK INDS INC PATK 703343103 $1.2M 0.92% 13,610 SH
29 PMV PHARMACEUTICALS INC PMVP 69353Y103 $626.4K 0.47% 467,432 SH
30 MERCHANTS BANCORP IND MBIN 58844R108 $506.2K 0.38% 10,125 SH
31 GENERAL ELECTRIC CO GE 369604103 $467.5K 0.35% 1,251 SH
32 DUKE ENERGY CORP NEW DUK 26441C105 $455.7K 0.34% 3,600 SH
33 ATEA PHARMACEUTICALS INC AVIR 04683R106 $410.0K 0.31% 88,180 SH
34 GE VERNOVA INC GEV 36828A101 $390.1K 0.29% 332 SH
35 FORD MTR CO DEL F 345370860 $382.2K 0.29% 27,500 SH
36 HURCO CO HURC 447324104 $313.6K 0.24% 13,699 SH
37 BANK MONTREAL QUE BMO 063671101 $300.4K 0.23% 1,700 SH
38 ONKURE THERAPEUTICS INC OKUR 68277Q105 $181.8K 0.14% 39,869 SH
39 IMAGENEBIO INC IMA 45175G207 $106.9K 0.08% 18,124 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $133.1M 39 0001376474-26-000560
2026-03-31 2026-05-07 $130.8M 43 0001376474-26-000360
2025-12-31 2026-02-12 $111.5M 35 0001376474-26-000164
Filer Information
Address
10293 N. MERIDIAN STREET
SUITE 300
CARMEL, IN 46290
Phone
(317) 818-7827
Filing Manager
Aldebaran Capital, LLC
CARMEL, IN
Signatory
Kenneth R. Skarbeck
President