Aldebaran Capital, LLC
Aldebaran Capital, LLC is an independent investment management firm headquartered in Indianapolis, Indiana. Established in 2007, the firm is registered as an investment adviser and manages assets for high-net-worth individuals, institutions, and families. Aldebaran Capital provides equity investment management, utilizing a value-oriented approach, and operates with a boutique staff size, serving clients seeking focused and disciplined equity portfolio construction.
Investment Strategy
Aldebaran Capital employs a fundamental, value-oriented approach to equity investment. The firm constructs concentrated portfolios with a core focus on U.S. publicly traded securities, selecting companies with strong fundamentals, capable management, and attractive valuations. The investment strategy involves rigorous research, bottom-up security selection, and an emphasis on long-term capital appreciation while managing risk by diversification across sectors. Recent filings indicate major holdings in large caps such as Berkshire Hathaway, Occidental Petroleum, and Microsoft, reflecting a bias towards established companies with solid balance sheets and growth prospects.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.22% | $20.5M | 42,172 | $308.90 | $485.77 | -$2.3M |
M MSFT | MICROSOFT CORP | 9.38% | $9.5M | 19,106 | $241.76 | $497.41 | +$2.2M |
B BG | BUNGE LIMITED | 7.77% | $7.9M | 98,117 | $107.24 | $80.28 | +$401.9K |
O OXY | OCCIDENTAL PETE CORP | 7.09% | $7.2M | 171,038 | $62.92 | $42.01 | -$1.3M |
L LLY | LILLY ELI & CO | 5.99% | $6.1M | 7,783 | $365.84 | $779.53 | -$361.0K |