Templeton & Phillips Capital Management, LLC
Top Portfolio Positions
44 positions ·
$76,252,171 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
235,746 | $9,540,640 | 12.51% |
| IBN |
Icici Bank Ltd
Financial Services
|
328,000 | $8,495,200 | 11.14% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,869 | $8,095,246 | 10.62% |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
107,130 | $6,493,149 | 8.52% |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
131,675 | $6,423,106 | 8.42% |
| CNI |
Canadian National Railway Co
Industrials
|
42,930 | $4,411,916 | 5.79% |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
20,430 | $3,917,248 | 5.14% |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
27,200 | $3,020,832 | 3.96% |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
116,151 | $2,836,407 | 3.72% |
| CVLG |
Covenant Logistics Group, Inc.
Industrials
|
80,134 | $2,175,638 | 2.85% |
Holdings in FMX
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,020,832 | 27,200 | Shares | Sole | 2026-05-06 | |
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