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Size ($ in 1000's)
At 12/31/2023: $98,681
At 09/30/2023: $95,485
Templeton & Phillips Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Templeton & Phillips Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Templeton & Phillips Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Templeton & Phillips Capital Management LLC.
In the Templeton & Phillips Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Templeton & Phillips Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Templeton & Phillips Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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$36,054 | | BRK.B | 101,088 | -1,704 | $36,054 | | UNILEVER PLC |
203,383 |
-7,415 |
$9,860 | | UL | 203,383 | -7,415 | $9,860 | | HDFC BANK LTD |
139,166 |
-4,065 |
$9,339 | | HDB | 139,166 | -4,065 | $9,339 | | AMAZON COM INC |
61,422 |
-2,640 |
$9,332 | | AMZN | 61,422 | -2,640 | $9,332 | | VISA INC |
29,046 |
UNCH |
$7,562 | | V | 29,046 | UNCH | $7,562 | | STARBUCKS CORP |
65,725 |
-1,640 |
$6,310 | | SBUX | 65,725 | -1,640 | $6,310 | | UNITEDHEALTH GROUP INC |
9,088 |
+412 |
$4,785 | | UNH | 9,088 | +412 | $4,785 | | MONDELEZ INTL INC |
38,184 |
-4,900 |
$2,766 | | MDLZ | 38,184 | -4,900 | $2,766 | | ALPHABET INC |
16,713 |
-1,920 |
$2,335 | | GOOGL | 16,713 | -1,920 | $2,335 | | COVENANT LOGISTICS GROUP INC |
33,918 |
UNCH |
$1,562 | | CVLG | 33,918 | UNCH | $1,562 | | COCA COLA CONS INC |
1,524 |
+1,124 |
$1,415 | | COKE | 1,524 | +1,124 | $1,415 | | BROOKFIELD ASSET MANAGMT LTD |
27,303 |
+14,822 |
$1,095 | | BAM | 27,303 | +14,822 | $1,095 | | HCA HEALTHCARE INC |
3,782 |
+3,782 |
$1,024 | | HCA | 3,782 | +3,782 | $1,024 | | CME GROUP INC |
4,794 |
+4,794 |
$1,010 | | CME | 4,794 | +4,794 | $1,010 | | APOLLO GLOBAL MGMT INC |
10,328 |
+10,328 |
$962 | | APO | 10,328 | +10,328 | $962 | | CANADIAN NAT RES LTD |
9,370 |
UNCH |
$614 | | CNQ | 9,370 | UNCH | $614 | | PEPSICO INC |
3,529 |
-1,368 |
$599 | | PEP | 3,529 | -1,368 | $599 | | PERIMETER SOLUTIONS SA |
102,235 |
+102,235 |
$470 | | PRM | 102,235 | +102,235 | $470 | | DORCHESTER MINERALS LP |
12,455 |
UNCH |
$396 | | DMLP | 12,455 | UNCH | $396 | | DOLLAR GEN CORP NEW |
2,400 |
+2,400 |
$326 | | DG | 2,400 | +2,400 | $326 | | ALPHABET INC |
2,064 |
UNCH |
$291 | | GOOG | 2,064 | UNCH | $291 | | FOMENTO ECONOMICO MEXICANO S |
2,120 |
-3,280 |
$276 | | FMX | 2,120 | -3,280 | $276 | | ISHARES TR (IBTE) |
7,200 |
+7,200 |
$172 | | IBTE | 7,200 | +7,200 | $172 |
See Full List: All Stocks Held By Templeton & Phillips Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Templeton & Phillips Capital Management LLC
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