Cook & Bynum Capital Management's Q3 and Q4 2022 Portfolio Changes: In-Depth Look at Top Five Investments
Ava Hoppe | 23 April, 2023
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.
Other Posts
- Unveiling the Shifts: A Strategic Overview of DeDora Capital, Inc.'s Investment Moves from Q4 2023 to Q1 2024
- CCMP Growth Advisors Partners with Innovative Refrigeration for Continued Growth
- Navigating the Skies of Opportunity: How The Stephens Group's Investment Fuels VisionSafe's Soar
- SeaBridge Investment Advisors LLC's Q3 2022 vs. Q4 2022 13F Holdings Comparison: Analyzing the Latest Changes in Holdings
- Navigating the Tides of Change: How Cumberland Advisors' Portfolio Evolved from Q4 2023 to Q1 2024
- Deltec Asset Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- From Apple to Exxon Mobil: Atalanta Sosnoff's Shifting 13F Holdings Strategy
- Achieve Growth and Success with Levine Leichtman Capital Partners: A Leading Private Equity Firm
- Analyzing Leicht Financial Planning & Wealth Management, Inc.'s Q4 2022 vs. Q1 2023 13F Holdings
- Beech Hill Advisors, Inc. Q4 2022 vs. Q1 2023: A Deep Dive into Fund Holdings