13F HOLDINGS REPORT
Templeton & Phillips Capital Management, LLC
Quarter ended Q2 2023 · Filed May 1, 2023 · Accession 0001398344-23-008418
Total Value
$95.5M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 102,782 | $31.7M | 33.23% |
| 2 | UNILEVER PLC | UNLYF | 211,084 | $11.0M | 11.48% |
| 3 | HDFC BANK LTD | HDB | 142,677 | $9.5M | 9.96% |
| 4 | STARBUCKS CORP | SBUX | 67,418 | $7.0M | 7.35% |
| 5 | AMAZON COM INC | AMZN | 64,062 | $6.6M | 6.93% |
| 6 | VISA INC | V | 29,046 | $6.5M | 6.86% |
| 7 | BROOKFIELD CORP | 11271J107 | 145,616 | $4.7M | 4.97% |
| 8 | PAYPAL HLDGS INC | PYPL | 55,455 | $4.2M | 4.41% |
| 9 | MONDELEZ INTL INC | 609207105 | 43,084 | $3.0M | 3.14% |
| 10 | PEPSICO INC | PEP | 16,037 | $2.9M | 3.06% |
| 11 | DIAGEO PLC | DGEAF | 15,150 | $2.7M | 2.87% |
| 12 | ALPHABET INC | GOOG | 18,633 | $1.9M | 2.02% |
| 13 | COVENANT LOGISTICS GROUP INC | CVLG | 33,918 | $753,667 | 0.79% |
| 14 | KRISPY KREME INC | DNUT | 39,664 | $616,775 | 0.65% |
| 15 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 15,409 | $504,182 | 0.53% |
| 16 | DORCHESTER MINERALS LP | DMLP | 12,455 | $377,262 | 0.39% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,700 | $344,174 | 0.36% |
| 18 | INGLES MKTS INC | 457030104 | 3,520 | $312,224 | 0.33% |
| 19 | LEVI STRAUSS & CO NEW | LEVI | 12,100 | $220,583 | 0.23% |
| 20 | ALPHABET INC | GOOG | 2,064 | $214,656 | 0.22% |
| 21 | COCA COLA CONS INC | COKE | 400 | $214,032 | 0.22% |