Templeton & Phillips Capital Management, LLC — 13F holdings

Templeton & Phillips Capital Management, LLC reported 52 holdings worth $137M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $46.2M (33.7%)
2. CNI CANADIAN NATL RY CO — $12.6M (9.2%)
3. AMZN AMAZON COM INC — $11.4M (8.3%)
4. BN Brookfield Corp — $10.0M (7.3%)
5. OLLI OLLIES BARGAIN OUTLET HLDGS — $7.76M (5.7%)
6. IBN ICICI BANK LIMITED — $7.24M (5.3%)
7. FMX FOMENTO ECONOMICO MEXICANO S — $6.85M (5.0%)
8. PRM PERIMETER SOLUTIONS INC — $4.14M (3.0%)
9. COKE COCA COLA CONS INC — $3.90M (2.8%)
10. CVLG COVENANT LOGISTICS GROUP INC — $2.98M (2.2%)