13F HOLDINGS REPORT
Templeton & Phillips Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001398344-23-014792
Total Value
$94.2M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 102,792 | $35.1M | 37.19% |
| 2 | UNILEVER PLC | UNLYF | 210,749 | $11.0M | 11.66% |
| 3 | HDFC BANK LTD | HDB | 142,821 | $10.0M | 10.56% |
| 4 | AMAZON COM INC | AMZN | 64,062 | $8.4M | 8.86% |
| 5 | VISA INC | V | 29,046 | $6.9M | 7.32% |
| 6 | STARBUCKS CORP | SBUX | 67,365 | $6.7M | 7.08% |
| 7 | PAYPAL HLDGS INC | PYPL | 55,455 | $3.7M | 3.93% |
| 8 | MONDELEZ INTL INC | 609207105 | 43,084 | $3.1M | 3.33% |
| 9 | DIAGEO PLC | DGEAF | 15,140 | $2.6M | 2.79% |
| 10 | ALPHABET INC | GOOG | 18,633 | $2.2M | 2.37% |
| 11 | COVENANT LOGISTICS GROUP INC | CVLG | 33,918 | $932,615 | 0.99% |
| 12 | PEPSICO INC | PEP | 4,897 | $907,022 | 0.96% |
| 13 | KRISPY KREME INC | DNUT | 39,664 | $584,251 | 0.62% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,700 | $373,404 | 0.40% |
| 15 | DORCHESTER MINERALS LP | DMLP | 12,455 | $373,152 | 0.40% |
| 16 | INGLES MKTS INC | 457030104 | 3,520 | $290,928 | 0.31% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 580 | $278,771 | 0.30% |
| 18 | COCA COLA CONS INC | COKE | 400 | $254,408 | 0.27% |
| 19 | ALPHABET INC | GOOG | 2,064 | $249,682 | 0.26% |
| 20 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 6,559 | $214,022 | 0.23% |
| 21 | LEVI STRAUSS & CO NEW | LEVI | 12,100 | $174,603 | 0.19% |