Filed: 11/6/2025ACC: 0001398344-25-020456
📋 What this filing means
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $139.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$139.00M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
CL B NEW$48.27M34.7%
COM$35.36M25.4%
COM CL A$9.86M7.1%
SPONSORED ADS$9.59M6.9%
CL A LTD VT SH$9.46M6.8%
SPON ADR NEW$8.90M6.4%
COMMON STOCK$4.25M3.1%
Portfolio Concentration
Top 3$70.66M50.8%
4–10$46.40M33.4%
11–25$16.38M11.8%
Rest$5.57M4.0%
Top 3 weight
50.8%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.40M
shares
% of voting shares76.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
438.51K
shares
% of voting shares23.8%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 76.2% of voting shares
Institutional Holdings51
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares96K
TypeSH
Market value$48.27M
34.72%
Sole
3.72K
Shared
0.00
None
92.28K
AMAZON COM INC
SOLEShares57.09K
TypeSH
Market value$12.53M
9.02%
Sole
49.71K
Shared
0.00
None
7.38K
VISA INC
SOLEShares28.87K
TypeSH
Market value$9.86M
7.09%
Sole
27.50K
Shared
0.00
None
1.37K
BROOKFIELD CORP
SOLEShares137.98K
TypeSH
Market value$9.46M
6.81%
Sole
131K
Shared
0.00
None
6.98K
DOLLAR GEN CORP NEW
SOLEShares90.81K
TypeSH
Market value$9.39M
6.75%
Sole
87.90K
Shared
0.00
None
2.91K
HDFC BANK LTD
SOLEShares273.51K
TypeSH
Market value$9.34M
6.72%
Sole
256.32K
Shared
0.00
None
17.19K
UNILEVER PLC
SOLEShares150.08K
TypeSH
Market value$8.90M
6.40%
Sole
146.21K
Shared
0.00
None
3.87K
PERIMETER SOLUTIONS INC
SOLEShares189.92K
TypeSH
Market value$4.25M
3.06%
Sole
166.05K
Shared
0.00
None
23.87K
ALPHABET INC
SOLEShares10.46K
TypeSH
Market value$2.54M
1.83%
Sole
7.50K
Shared
0.00
None
2.96K
PAPA JOHNS INTL INC
SOLEShares52.28K
TypeSH
Market value$2.52M
1.81%
Sole
50K
Shared
0.00
None
2.28K
COCA COLA CONS INC
SOLEShares20.43K
TypeSH
Market value$2.39M
1.72%
Sole
16.50K
Shared
0.00
None
3.93K
CANADIAN PACIFIC KANSAS CITY
SOLEShares28.66K
TypeSH
Market value$2.13M
1.54%
Sole
28.66K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares66.37K
TypeSH
Market value$2.01M
1.44%
Sole
58.82K
Shared
0.00
None
7.54K
ISHARES TR
SOLEShares77.44K
TypeSH
Market value$1.81M
1.30%
Sole
0.00
Shared
0.00
None
77.44K
COVENANT LOGISTICS GROUP INC
SOLEShares80.13K
TypeSH
Market value$1.46M
1.05%
Sole
0.00
Shared
0.00
None
80.13K
PELOTON INTERACTIVE INC
SOLEShares157.12K
TypeSH
Market value$1.41M
1.02%
Sole
143.11K
Shared
0.00
None
14.01K
FAIR ISAAC CORP
SOLEShares722.00
TypeSH
Market value$1.08M
0.78%
Sole
0.00
Shared
0.00
None
722.00
COSTCO WHSL CORP NEW
SOLEShares771.00
TypeSH
Market value$713.7K
0.51%
Sole
0.00
Shared
0.00
None
771.00
PATTERSON-UTI ENERGY INC
SOLEShares113.55K
TypeSH
Market value$588.2K
0.42%
Sole
113.55K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.06K
TypeSH
Market value$502.7K
0.36%
Sole
1.70K
Shared
0.00
None
364.00
SPDR SERIES TRUST
SOLEShares10.38K
TypeSH
Market value$480.8K
0.35%
Sole
0.00
Shared
0.00
None
10.38K
SHAKE SHACK INC
SOLEShares5K
TypeSH
Market value$468.1K
0.34%
Sole
5K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares16K
TypeSH
Market value$453.0K
0.33%
Sole
16K
Shared
0.00
None
0.00
MONDELEZ INTL INC
SOLEShares7.08K
TypeSH
Market value$442.5K
0.32%
Sole
0.00
Shared
0.00
None
7.08K
SPDR S&P 500 ETF TR
SOLEShares645.00
TypeSH
Market value$429.7K
0.31%
Sole
0.00
Shared
0.00
None
645.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 96K | SH | $48.27M 34.72% | 3.72K | 0.00 | 92.28K |
AMAZON COM INCSOLE | COM | 57.09K | SH | $12.53M 9.02% | 49.71K | 0.00 | 7.38K |
VISA INCSOLE | COM CL A | 28.87K | SH | $9.86M 7.09% | 27.50K | 0.00 | 1.37K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 137.98K | SH | $9.46M 6.81% | 131K | 0.00 | 6.98K |
DOLLAR GEN CORP NEWSOLE | COM | 90.81K | SH | $9.39M 6.75% | 87.90K | 0.00 | 2.91K |
HDFC BANK LTDSOLE | SPONSORED ADS | 273.51K | SH | $9.34M 6.72% | 256.32K | 0.00 | 17.19K |
UNILEVER PLCSOLE | SPON ADR NEW | 150.08K | SH | $8.90M 6.40% | 146.21K | 0.00 | 3.87K |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 189.92K | SH | $4.25M 3.06% | 166.05K | 0.00 | 23.87K |
ALPHABET INCSOLE | CAP STK CL A | 10.46K | SH | $2.54M 1.83% | 7.50K | 0.00 | 2.96K |
PAPA JOHNS INTL INCSOLE | COM | 52.28K | SH | $2.52M 1.81% | 50K | 0.00 | 2.28K |
COCA COLA CONS INCSOLE | COM | 20.43K | SH | $2.39M 1.72% | 16.50K | 0.00 | 3.93K |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 28.66K | SH | $2.13M 1.54% | 28.66K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 66.37K | SH | $2.01M 1.44% | 58.82K | 0.00 | 7.54K |
ISHARES TRSOLE | IBONDS 25 TRM TS | 77.44K | SH | $1.81M 1.30% | 0.00 | 0.00 | 77.44K |
COVENANT LOGISTICS GROUP INCSOLE | CL A | 80.13K | SH | $1.46M 1.05% | 0.00 | 0.00 | 80.13K |
PELOTON INTERACTIVE INCSOLE | CL A COM | 157.12K | SH | $1.41M 1.02% | 143.11K | 0.00 | 14.01K |
FAIR ISAAC CORPSOLE | COM | 722.00 | SH | $1.08M 0.78% | 0.00 | 0.00 | 722.00 |
COSTCO WHSL CORP NEWSOLE | COM | 771.00 | SH | $713.7K 0.51% | 0.00 | 0.00 | 771.00 |
PATTERSON-UTI ENERGY INCSOLE | COM | 113.55K | SH | $588.2K 0.42% | 113.55K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.06K | SH | $502.7K 0.36% | 1.70K | 0.00 | 364.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 10.38K | SH | $480.8K 0.35% | 0.00 | 0.00 | 10.38K |
SHAKE SHACK INCSOLE | CL A | 5K | SH | $468.1K 0.34% | 5K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 16K | SH | $453.0K 0.33% | 16K | 0.00 | 0.00 |
MONDELEZ INTL INCSOLE | CL A | 7.08K | SH | $442.5K 0.32% | 0.00 | 0.00 | 7.08K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 645.00 | SH | $429.7K 0.31% | 0.00 | 0.00 | 645.00 |
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