Aldebaran Capital, LLC

RIA/Wealth • Value

Aldebaran Capital, LLC is a Value-focused institution based in Carmel, IN led by Kenneth Richard Skarbeck, reporting $161.8M in AUM as of Q3 2025 with 71% concentrated in top 10 holdings and 19% allocation to BRK.B.

PresidentKenneth Richard Skarbeck

Portfolio Value: $108.4M
Positions: 32
Top Holding: BRK.B at 19.44%
Last Reported: Q3 2025

Address10293 N. Meridian Street, Suite 300, Carmel, IN, 46290-1080, United States

Top Holdings

Largest long holdings in Aldebaran Capital, LLC's portfolio (71.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$21.1M	19.44%	-$136.2K Sold	0.00% 41.9K shares	Q4 2022 Held for 2y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$9.8M	9.08%	-$55.4K Sold	0.00% 19.0K shares	Q4 2022 Held for 2y 11m
3 Occidental Petroleum OXY	Oil & Gas Exploration & Production Energy	$8.0M	7.34%	-$127.3K Sold	0.02% 168.3K shares	Q4 2022 Held for 2y 11m
4 Bunge BG	Agricultural Farm Products Consumer Defensive	$7.9M	7.30%	-$66.6K Sold	0.05% 97.3K shares	Q4 2022 Held for 2y 11m
5 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$5.9M	5.48%	—	0.00% 7.8K shares	Q4 2022 Held for 2y 11m
6 Bank of America BAC	Banks - Diversified Financial Services	$5.6M	5.17%	-$52.7K Sold	0.00% 108.6K shares	Q4 2022 Held for 2y 11m
7 iShares Russell Mid-Cap Value IWS	ETF ETF	$5.5M	5.07%	-$22.6K Sold	— 39.3K shares	Q1 2024 Held for 1y 8m
8 Suncor Energy SU	Oil & Gas Integrated Energy	$5.0M	4.62%	-$60.6K Sold	0.01% 119.7K shares	Q4 2022 Held for 2y 11m
9 Cato Corporation CATO	Apparel - Retail Consumer Cyclical	$4.3M	4.01%	-$52.8K Sold	5.23% 1.0M shares	Q4 2022 Held for 2y 11m
10 Chevron CVX	Oil & Gas Integrated Energy	$4.3M	3.95%	-$46.6K Sold	0.00% 27.6K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aldebaran Capital, LLC's latest filing

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Market Value

$108.4M

Prior: $100.9M

Q/Q Change

+7.39%

+$7.5M

Net Flows % of MV

-2.65%

Turnover Ratio

1.72%

New Purchases

1 stocks

$204.1K

Added To

2 stocks

+$1.1M

Sold Out Of

2 stocks

$1.2M

Reduced Holdings

23 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 General Electric GEV	New	0 → 332.0 +$204.1K
2 Verizon Communications VZ	+58.08%	40.1K → 63.4K +$1.0M
3 Freeport-McMoRan Inc. FCX	+1.63%	50.9K → 51.7K +$32.6K

Decreased Positions

Position	Shares Δ	Change
1 ESSA Pharma Inc. EPIX	Sold	578.9K → 0 −$984.2K
2 Procter & Gamble PG	Sold	1.3K → 0 −$200.8K
3 IMA Inverness Medical Innovations IMA	-91.92%	242.1K → 19.6K −$1.8M
4 Amylyx Pharmaceuticals, Inc. AMLX	-6.13%	217.8K → 204.5K −$181.5K
5 Teck Resources TECK	-4.37%	12.7K → 12.2K −$24.4K

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Analytics

Portfolio insights and performance metrics for Aldebaran Capital, LLC

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Sector Allocation

Financial Services

29.60%

Energy

17.80%

Healthcare

10.40%

Technology

10.40%

ETF

8.00%

Consumer Defensive

7.30%

Consumer Cyclical

5.70%

Communication Services

5.00%

Basic Materials

4.00%

Utilities

0.60%

Industrials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

48.20%

Large Cap ($10B - $200B)

27.03%

Mid Cap ($2B - $10B)

5.37%

Small Cap ($300M - $2B)

2.86%

Micro Cap ($50M - $300M)

8.39%

Nano Cap (< $50M)

0.11%

N/A (ETF or Unknown)

8.03%

Portfolio Concentration

Top 10 Holdings %

71.45%

Top 20 Holdings %

93.83%

Top 50 Holdings %

100.0%

Top 100 Holdings %