13F HOLDINGS REPORT
Templeton & Phillips Capital Management, LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001398344-25-008739
Total Value
$139.0M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 96,005 | $51.1M | 36.79% |
| 2 | AMAZON COM INC | AMZN | 62,455 | $11.9M | 8.55% |
| 3 | VISA INC | V | 28,871 | $10.1M | 7.28% |
| 4 | HDFC BANK LTD | HDB | 136,755 | $9.1M | 6.54% |
| 5 | UNILEVER PLC | UNLYF | 150,081 | $8.9M | 6.43% |
| 6 | DOLLAR GEN CORP NEW | 256677105 | 90,110 | $7.9M | 5.70% |
| 7 | BROOKFIELD CORP | 11271J107 | 134,088 | $7.0M | 5.06% |
| 8 | PAPA JOHNS INTL INC | 698813102 | 92,276 | $3.8M | 2.73% |
| 9 | COCA COLA CONS INC | COKE | 1,843 | $2.5M | 1.79% |
| 10 | MONDELEZ INTL INC | 609207105 | 36,215 | $2.5M | 1.77% |
| 11 | YUM CHINA HLDGS INC | YUMC | 44,175 | $2.3M | 1.65% |
| 12 | PERIMETER SOLUTIONS INC | PRM | 188,999 | $1.9M | 1.37% |
| 13 | ICICI BANK LIMITED | IBN | 52,710 | $1.7M | 1.20% |
| 14 | ALPHABET INC | GOOG | 10,463 | $1.6M | 1.16% |
| 15 | ISHARES TR | 46436E866 | 68,880 | $1.6M | 1.16% |
| 16 | LAUDER ESTEE COS INC | 518439104 | 24,206 | $1.6M | 1.15% |
| 17 | APOLLO GLOBAL MGMT INC | 03769M106 | 11,069 | $1.5M | 1.09% |
| 18 | COVENANT LOGISTICS GROUP INC | CVLG | 80,134 | $1.5M | 1.08% |
| 19 | BLOCK INC | BSQKZ | 25,236 | $1.4M | 0.99% |
| 20 | FAIR ISAAC CORP | FICO | 722 | $1.3M | 0.96% |
| 21 | PELOTON INTERACTIVE INC | PTON | 152,736 | $965,292 | 0.69% |
| 22 | BEL FUSE INC | BELFB | 12,526 | $937,696 | 0.67% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 771 | $729,196 | 0.52% |
| 24 | SPDR SER TR | 78468R853 | 10,381 | $423,130 | 0.30% |
| 25 | SUNOPTA INC | STKL | 83,935 | $407,924 | 0.29% |
| 26 | SMITHFIELD FOODS INC | SFD | 20,000 | $407,800 | 0.29% |
| 27 | SPDR S&P 500 ETF TR | SPY | 645 | $360,807 | 0.26% |
| 28 | ALPHABET INC | GOOG | 2,064 | $322,459 | 0.23% |
| 29 | BANK NEW YORK MELLON CORP | 064058100 | 3,601 | $302,016 | 0.22% |
| 30 | APPLE INC | AAPL | 1,340 | $297,654 | 0.21% |
| 31 | PEPSICO INC | PEP | 1,930 | $289,384 | 0.21% |
| 32 | WALMART INC | WMT | 3,179 | $279,084 | 0.20% |
| 33 | TRAVELERS COMPANIES INC | TRV | 1,005 | $265,782 | 0.19% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,065 | $261,245 | 0.19% |
| 35 | ALIBABA GROUP HLDG LTD | BBAAY | 1,975 | $261,154 | 0.19% |
| 36 | ELI LILLY & CO | LLY | 306 | $252,728 | 0.18% |
| 37 | DISNEY WALT CO | 254687106 | 2,091 | $206,382 | 0.15% |
| 38 | ISHARES TR | 464287242 | 1,416 | $153,905 | 0.11% |
| 39 | CANADIAN SOLAR INC | CSIQ | 14,481 | $125,261 | 0.09% |
| 40 | ISHARES TR | 464288166 | 1,008 | $110,316 | 0.08% |
| 41 | ISHARES TR | 464287614 | 300 | $108,327 | 0.08% |
| 42 | ISHARES TR | 464287861 | 1,124 | $65,417 | 0.05% |
| 43 | ISHARES TR | 464287176 | 561 | $62,321 | 0.04% |
| 44 | ISHARES TR | 464288588 | 553 | $51,860 | 0.04% |
| 45 | ISHARES TR | 464288687 | 1,530 | $47,017 | 0.03% |
| 46 | ISHARES TR | 464287655 | 110 | $21,944 | 0.02% |
| 47 | ISHARES TR | 464287234 | 343 | $14,989 | 0.01% |