Cook & Bynum Capital Management's Q3 and Q4 2022 Portfolio Changes: In-Depth Look at Top Five Investments

Cook & Bynum Capital Management is a hedge fund that has been operating for a number of years now. It's been known to make investments in some of the biggest companies in the world. In this post, we're going to be looking at some of the changes that have occurred in the holdings of this fund in the third and fourth quarters of 2022.

BRK-B

The first investment that we're going to be looking at is Berkshire Hathaway Inc. The fund held 114,960 shares of this company in both the third and fourth quarters of 2022, with a value of $31,486 and $35,511, respectively. This represents an increase of 12.8% in the value of the fund's holdings in this company.

BUD

The next investment that we're going to be looking at is Anheuser Busch Inbev. The fund held 514,782 shares of this company in both the third and fourth quarters of 2022, with a value of $23,881 and $30,907, respectively. This represents an increase of 29.4% in the value of the fund's holdings in this company.

LILAK

The third investment that we're going to be looking at is Liberty Latin America LTD - CL C. The fund held 2,843,555 shares of this company in the third quarter of 2022, and 2,925,155 shares in the fourth quarter of 2022, with a value of $20,468 and $22,231, respectively. This represents an increase of 8.6% in the value of the fund's holdings in this company.

FMX

The fourth investment that we're going to be looking at is Fomento Economico Mexicano S.A.B. de C.V. ADR. The fund held 249,407 shares of this company in both the third and fourth quarters of 2022, with a value of $15,744 and $19,483, respectively. This represents an increase of 23.8% in the value of the fund's holdings in this company.

LILA

The final investment that we're going to be looking at is Liberty Latin America LTD - CL A. The fund held 429,965 shares of this company in the third quarter of 2022, and 348,365 shares in the fourth quarter of 2022, with a value of $3,123 and $2,623, respectively. This represents a decrease of 16% in the value of the fund's holdings in this company.

Conclusion

In conclusion, we can see that Cook & Bynum Capital Management has made some significant changes to its portfolio in the third and fourth quarters of 2022. The fund has increased its holdings in some of the biggest companies in the world, such as Anheuser Busch Inbev and Fomento Economico Mexicano S.A.B. de C.V. ADR. Additionally, the fund has decreased its holdings in Liberty Latin America LTD - CL A. We'll have to wait and see what other changes the fund makes in the future.