Filed: 8/1/2025ACC: 0001031972-25-000004
📋 What this filing means
ACADEMY CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $700.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$700.12M
Total AUM (reported)
2.97M
Total Shares
Allocation by class
COM$700.12M100.0%
Portfolio Concentration
Top 3$206.77M29.5%
4–10$345.33M49.3%
11–25$142.78M20.4%
Rest$5.24M0.7%
Top 3 weight
29.5%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 2.97M
Sole
Full voting authority
2.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:
MICROSOFT CORP
SOLEShares145.22K
TypeSH
Market value$72.23M
10.32%
Sole
145.22K
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares96.22K
TypeSH
Market value$71.02M
10.14%
Sole
96.22K
Shared
0.00
None
0.00
APPLE INC
SOLEShares309.62K
TypeSH
Market value$63.52M
9.07%
Sole
309.62K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares276.27K
TypeSH
Market value$60.61M
8.66%
Sole
276.27K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares107.51K
TypeSH
Market value$60.41M
8.63%
Sole
107.51K
Shared
0.00
None
0.00
UNITEDHEALTH
SOLEShares187.62K
TypeSH
Market value$58.53M
8.36%
Sole
187.62K
Shared
0.00
None
0.00
BERKSHIRE B
SOLEShares109.99K
TypeSH
Market value$53.43M
7.63%
Sole
109.99K
Shared
0.00
None
0.00
ALPHABET C
SOLEShares224.23K
TypeSH
Market value$39.78M
5.68%
Sole
224.23K
Shared
0.00
None
0.00
PRIMERICA INC
SOLEShares135.70K
TypeSH
Market value$37.14M
5.30%
Sole
135.70K
Shared
0.00
None
0.00
TAIWAN SEMI
SOLEShares156.41K
TypeSH
Market value$35.43M
5.06%
Sole
156.41K
Shared
0.00
None
0.00
ALPHABET A
SOLEShares175.18K
TypeSH
Market value$30.87M
4.41%
Sole
175.18K
Shared
0.00
None
0.00
NOVO NORDISK
SOLEShares366.25K
TypeSH
Market value$25.28M
3.61%
Sole
366.25K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares35.76K
TypeSH
Market value$19.18M
2.74%
Sole
35.76K
Shared
0.00
None
0.00
LVMH MOET
SOLEShares167.83K
TypeSH
Market value$17.63M
2.52%
Sole
167.83K
Shared
0.00
None
0.00
SP GLOBAL INC
SOLEShares19.80K
TypeSH
Market value$10.44M
1.49%
Sole
19.80K
Shared
0.00
None
0.00
NESTLE ADR
SOLEShares95.56K
TypeSH
Market value$9.49M
1.36%
Sole
95.56K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares59.24K
TypeSH
Market value$7.82M
1.12%
Sole
59.24K
Shared
0.00
None
0.00
CITIGRP INC
SOLEShares65.79K
TypeSH
Market value$5.60M
0.80%
Sole
65.79K
Shared
0.00
None
0.00
POOL CORP
SOLEShares17.35K
TypeSH
Market value$5.06M
0.72%
Sole
17.35K
Shared
0.00
None
0.00
CME GRP INC
SOLEShares11.96K
TypeSH
Market value$3.30M
0.47%
Sole
11.96K
Shared
0.00
None
0.00
ALIBABA GRP
SOLEShares28.69K
TypeSH
Market value$3.25M
0.46%
Sole
28.69K
Shared
0.00
None
0.00
TRAVELERS COMP
SOLEShares6.42K
TypeSH
Market value$1.72M
0.25%
Sole
6.42K
Shared
0.00
None
0.00
EXN MOBIL CORP
SOLEShares12.35K
TypeSH
Market value$1.33M
0.19%
Sole
12.35K
Shared
0.00
None
0.00
STELLAR BANCORP
SOLEShares36.94K
TypeSH
Market value$1.03M
0.15%
Sole
36.94K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares580.00
TypeSH
Market value$776.7K
0.11%
Sole
580.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | com | 145.22K | SH | $72.23M 10.32% | 145.22K | 0.00 | 0.00 |
META PLATFORMSSOLE | com | 96.22K | SH | $71.02M 10.14% | 96.22K | 0.00 | 0.00 |
APPLE INCSOLE | com | 309.62K | SH | $63.52M 9.07% | 309.62K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | com | 276.27K | SH | $60.61M 8.66% | 276.27K | 0.00 | 0.00 |
MASTERCARD INCSOLE | com | 107.51K | SH | $60.41M 8.63% | 107.51K | 0.00 | 0.00 |
UNITEDHEALTHSOLE | com | 187.62K | SH | $58.53M 8.36% | 187.62K | 0.00 | 0.00 |
BERKSHIRE BSOLE | com | 109.99K | SH | $53.43M 7.63% | 109.99K | 0.00 | 0.00 |
ALPHABET CSOLE | com | 224.23K | SH | $39.78M 5.68% | 224.23K | 0.00 | 0.00 |
PRIMERICA INCSOLE | com | 135.70K | SH | $37.14M 5.30% | 135.70K | 0.00 | 0.00 |
TAIWAN SEMISOLE | com | 156.41K | SH | $35.43M 5.06% | 156.41K | 0.00 | 0.00 |
ALPHABET ASOLE | com | 175.18K | SH | $30.87M 4.41% | 175.18K | 0.00 | 0.00 |
NOVO NORDISKSOLE | com | 366.25K | SH | $25.28M 3.61% | 366.25K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | com | 35.76K | SH | $19.18M 2.74% | 35.76K | 0.00 | 0.00 |
LVMH MOETSOLE | com | 167.83K | SH | $17.63M 2.52% | 167.83K | 0.00 | 0.00 |
SP GLOBAL INCSOLE | com | 19.80K | SH | $10.44M 1.49% | 19.80K | 0.00 | 0.00 |
NESTLE ADRSOLE | com | 95.56K | SH | $9.49M 1.36% | 95.56K | 0.00 | 0.00 |
PEPSICO INCSOLE | com | 59.24K | SH | $7.82M 1.12% | 59.24K | 0.00 | 0.00 |
CITIGRP INCSOLE | com | 65.79K | SH | $5.60M 0.80% | 65.79K | 0.00 | 0.00 |
POOL CORPSOLE | com | 17.35K | SH | $5.06M 0.72% | 17.35K | 0.00 | 0.00 |
CME GRP INCSOLE | com | 11.96K | SH | $3.30M 0.47% | 11.96K | 0.00 | 0.00 |
ALIBABA GRPSOLE | com | 28.69K | SH | $3.25M 0.46% | 28.69K | 0.00 | 0.00 |
TRAVELERS COMPSOLE | com | 6.42K | SH | $1.72M 0.25% | 6.42K | 0.00 | 0.00 |
EXN MOBIL CORPSOLE | com | 12.35K | SH | $1.33M 0.19% | 12.35K | 0.00 | 0.00 |
STELLAR BANCORPSOLE | com | 36.94K | SH | $1.03M 0.15% | 36.94K | 0.00 | 0.00 |
NETFLIX INCSOLE | com | 580.00 | SH | $776.7K 0.11% | 580.00 | 0.00 | 0.00 |
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