Filer Name: TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CIK: 1961304
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 51
Portfolio Value: $0.13B

Templeton & Phillips Capital Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 96,132 $44M 34.56% -0.1% -
AMZN US AMAZON.COM INC 62,709 $14M 10.91% -0.3% -
V US VISA INC-CLASS A SHARES 29,046 $9M 7.28% - -
HDB US HDFC BANK LTD-ADR 136,752 $9M 6.93% -0.4% -
UL US UNILEVER PLC-SPONSORED ADR 150,191 $9M 6.75% - -
SBUX US STARBUCKS CORP 63,752 $6M 4.61% - -
71385M107 - PERIMETER SOLUTIONS INC 185,616 $2M 1.88% 100.0% -
COKE US COCA-COLA CONSOLIDATED INC 1,843 $2M 1.84% -0.8% -
MDLZ US MONDELEZ INTERNATIONAL INC-A 38,267 $2M 1.81% -3.3% -
YUMC US YUM CHINA HOLDINGS INC 44,175 $2M 1.69% -0.5% -
SQ US BLOCK INC 24,142 $2M 1.63% 24.7% -
GOOGL US ALPHABET INC-CL A 10,763 $2M 1.62% -1.6% -
CVLG US COVENANT LOGISTICS GROUP INC 46,387 $2M 1.46% - -
APO US APOLLO GLOBAL MANAGEMENT INC 11,069 $2M 1.45% - -
BAM US BROOKFIELD ASSET MGMT-A 31,325 $2M 1.43% 100.0% -
CACI US CACI INTERNATIONAL INC -CL A 4,291 $2M 1.37% -1.8% -
PZZA US PAPA JOHN'S INTL INC 42,016 $2M 1.37% -1.9% -
IBTF US ISHARES IBONDS DEC 2025 TERM 68,880 $2M 1.27% 356.8% -
FICO US FAIR ISAAC CORP 722 $1M 1.14% - -
ASR US GRUPO AEROPORTUARIO SUR-ADR 4,822 $1M 0.99% -3.5% -
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