13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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Cook & Bynum

Tier 3 · less-proven / weaker recordConcentrated

Breadth-test add 2026-06-08 (survivorship-flagged).

Positions
6
as of Q2 2026
Top-5 concentration
99%
of equity portfolio
Latest filing
Q2 2026
13F report date

Reported holdings long US equity, by weight

TickerWeightValueChange
BRK/B
Berkshire Hathaway Inc.
41.2%
$55MHOLD
BUD
Anheuser Busch Inbev
24.7%
$33MHOLD
FMX
Fomento Economico Mexicano S.A.B. de C.V. ADR
22.2%
$30MHOLD
—
Liberty Latin America LTD - CL C
7.9%
$11MHOLD
ABEV
Ambev SA
3.2%
$4MHOLD
—
Liberty Latin America LTD - CL A
0.8%
$1MHOLD

Weights are share of the manager’s reported long US-equity portfolio (13F). Options, bonds, and non-US/private holdings aren’t reported here. “Change” vs the prior reported quarter.