Templeton & Phillips Capital Management, LLC
Top Portfolio Positions
45 positions ·
$120,449,745 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
92,232 | $44,197,574 | 36.69% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
235,746 | $9,540,640 | 7.92% | |
| IBN |
Icici Bank Ltd
Financial Services
|
328,000 | $8,495,200 | 7.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,869 | $8,095,246 | 6.72% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
107,130 | $6,493,149 | 5.39% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
131,675 | $6,423,106 | 5.33% | |
| CNI |
Canadian National Railway Co
Industrials
|
42,930 | $4,411,916 | 3.66% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
20,430 | $3,917,248 | 3.25% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
27,200 | $3,020,832 | 2.51% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
116,151 | $2,836,407 | 2.35% |
Portfolio Trend
14 quarters · across all stocks
Holdings in OMAB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $826,056 | 7,200 | Shares | Sole | 2026-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||