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Lauren C. Templeton, Scott Phillips — Institutional Investor Profile | Buyside Digest

Lauren C. Templeton, Scott Phillips

Institutional Investor • Templeton & Phillips Capital Management

Value

$0M

Stocks

47 Stocks (1 new)

Turnover

0.7%

CIK

0001961304EDGAR ↗

Top Holdings

BRK.B(34.42%) CNI(9.38%) AMZN(8.47%) BN(7.49%) OLLI(5.79%)

Investor Philosophy

Investment philosophy details pending verification.

Lauren C. Templeton, Scott Phillips Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
BRK.B	None	Berkshire Hathaway, Inc.	General	$46.2M	34.4%	No Change
CNI	None	Canadian National	Industrials	$12.6M	9.4%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$11.4M	8.5%	No Change
BN	None	Brookfield Corporation	Financials	$10.0M	7.5%	+100.0%
OLLI	None	Ollie's Bargain Outlet Holdings, Inc.	Consumer Staples	$7.8M	5.8%	No Change
IBN	None	ICICI Bank Ltd.	Financials	$7.2M	5.4%	No Change
FMX	None	FEMSA	Consumer Staples	$6.9M	5.1%	No Change
PRM	None	Perimeter Solutions SA	Materials	$4.1M	3.1%	No Change
COKE	None	Coca Cola Consolidated	General	$3.9M	2.9%	No Change
CVLG	None	Covenant Logistics Group Inc.	General	$3.0M	2.2%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
BNBrookfield Corporation	$10.0M	+100.0%	7.5%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$2651.0M	-100.0%	0.0%	Sold Out
BN.TOBrookfield Corp.	$10.0M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General42.1%

Consumer Staples13.8%

Financials13.8%

Industrials12.7%

Consumer Discretionary10.5%

Sector	Stocks	Value	Exposure
General	9	$56.4M	42.1%
Consumer Staples	10	$18.6M	13.8%
Financials	5	$18.4M	13.8%
Industrials	8	$17.1M	12.7%
Consumer Discretionary	4	$14.1M	10.5%
Materials	1	$4.1M	3.1%
Energy	3	$2.0M	1.5%
Information Technology	4	$2.0M	1.5%
Communication Services	1	$729K	0.5%
Health Care	2	$586K	0.4%