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Aldebaran Capital, LLC

SEC Form 13F institutional filer · CIK 0001448430

13F-HR · 17 reported holdings · 2026-03-31

Reported long-US-equity value

$0.08B

Top-10 concentration

92.8%

Aldebaran Capital, LLC — $82.7M AUM allocation strategy

Aldebaran Capital, LLC files SEC Form 13F and reports $82.7M of long US equity value across 17 reported holdings for 2026-03-31.

Its largest sector bet is Financials 33.4%, followed by Energy 19.4% and Consumer Staples 10.4%.

The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Aldebaran Capital, LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$82.7M

total across 17 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

93% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$MSFT$OXY

+$MSFT +2.21K sh · −$1.24M+$OXY +1.66K sh · +$3.76M

Biggest trims (shares)

$BG$BAC$VZ

−$BG −26.4K sh · +$227K−$BAC −1.11K sh · −$712K−$VZ −85 sh · +$563K

Added from nil (new positions)

$XOM

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

None this quarter

Sector allocation (share of reported value)

Financials 33%Energy 19%Consumer Staples 10%Health Care 10%Information Technology 9%ETFs 7%Communication Services 4%Materials 4%Other holdings 4%SECTORS
  • $XLFFinancials33.4%
  • $XLEEnergy19.4%
  • $XLPConsumer Staples10.4%
  • $XLVHealth Care10.0%
  • $XLKInformation Technology9.1%
  • ETFs7.1%
  • $XLCCommunication Services3.6%
  • $XLBMaterials3.5%
  • Other holdings3.5%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Multi-Sector Holdings 23%Oil & Gas Exploration & Production 13%Agricultural Products & Services 10%Diversified Banks 10%Pharmaceuticals 10%Systems Software 9%Integrated Oil & Gas 7%Integrated Telecommunication Services 4%Other holdings 14%INDUSTRIES
  • Multi-Sector Holdings23.3%
  • Oil & Gas Exploration & Production12.5%
  • Agricultural Products & Services10.4%
  • Diversified Banks10.2%
  • Pharmaceuticals10.0%
  • Systems Software9.1%
  • Integrated Oil & Gas6.9%
  • Integrated Telecommunication Services3.6%
  • Other holdings14.0%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

9 of 9 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$BRK.BBerkshire Hathaway Inc.-Class B40.2K$19.3M-1023.3%
$OXYOccidental Petroleum Corporation161K$10.3M+1.66K12.5%
$BGBunge Limited67.6K$8.6M-26.4K10.4%
$LLYEli Lilly and Company9.01K$8.28M-2510.0%
$MSFTMicrosoft Corporation20.4K$7.53M+2.21K9.1%
$CVXChevron Corporation26.5K$5.48M-506.6%
$BACBank of America Corporation104K$5.08M-1.11K6.1%
$JPMJP Morgan Chase & Co11.3K$3.32M+04.0%
$VZVerizon Communications Inc59.9K$3.01M-853.6%

…and 8 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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