Templeton & Phillips Capital Management, LLC

Hedge Fund • Long/Short

Templeton & Phillips Capital Management, LLC is a Long/Short Hedge Fund based in Oklahoma City, OK led by Lauren Cortney Templeton, reporting $278.1M in AUM as of Q3 2025 with 49% Financial Services concentration, 84% concentrated in top 10 holdings, and 35% allocation to BRK.B.

Managing PartnerLauren Cortney Templeton

Portfolio Value: $139.0M
Positions: 51
Top Holding: BRK.B at 34.72%
Last Reported: Q3 2025

Address3401 Nw 63rd St. Ste 500, Oklahoma City, OK, 73116, United States

Top Holdings

Largest long holdings in Templeton & Phillips Capital Management, LLC's portfolio (84.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$48.3M	34.72%	—	0.00% 96.0K shares	Q4 2022 Held for 2y 11m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$12.5M	9.02%	-$1.2M Sold	0.00% 57.1K shares	Q4 2022 Held for 2y 11m
3 Visa V	Financial - Credit Services Financial Services	$9.9M	7.09%	—	0.00% 28.9K shares	Q4 2022 Held for 2y 11m
4 Brookfield BN	Asset Management Financial Services	$9.5M	6.81%	—	0.01% 138.0K shares	Q2 2024 Held for 1y 5m
5 Dollar General DG	Discount Stores Consumer Defensive	$9.4M	6.75%	—	0.04% 90.8K shares	Q1 2025 Held for 8 months
6 HDB HDFC Bank HDB	Unknown Unknown	$9.3M	6.72%	+$4.7M Bought	— 273.5K shares	Q4 2022 Held for 2y 11m
7 UL Unilever UL	Unknown Unknown	$8.9M	6.40%	—	— 150.1K shares	Q4 2022 Held for 2y 11m
8 Perimeter Solutions PRM	Chemicals - Specialty Basic Materials	$4.3M	3.06%	—	0.13% 189.9K shares	Q4 2023 Held for 1y 11m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$2.5M	1.83%	—	0.00% 10.5K shares	Q4 2022 Held for 2y 11m
10 Papa John's International PZZA	Restaurants Consumer Cyclical	$2.5M	1.81%	—	0.16% 52.3K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Templeton & Phillips Capital Management, LLC's latest filing

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Market Value

$139.0M

Prior: $138.4M

Q/Q Change

+0.458%

+$633.8K

Net Flows % of MV

+2.13%

Turnover Ratio

4.87%

New Purchases

6 stocks

$2.1M

Added To

4 stocks

+$5.9M

Sold Out Of

4 stocks

$3.8M

Reduced Holdings

2 stocks

-$1.2M

Increased Positions

Position	Shares Δ	Change
1 Patterson-UTI Energy PTEN	New	0 → 113.6K +$588.2K
2 Kinder Morgan KMI	New	0 → 16.0K +$453.0K
3 Vanguard Total World Stock VT	New	0 → 2.8K +$382.8K
4 TETRA Technologies TTI	New	0 → 46.6K +$267.8K
5 Vanguard Small-Cap ETF VB	New	0 → 996.0 +$253.3K

Decreased Positions

Position	Shares Δ	Change
1 ASR Grupo Aeroportuario del Sureste ASR	Sold	5.7K → 0 −$1.8M
2 Adobe ADBE	Sold	3.2K → 0 −$1.2M
3 The Honest Company HNST	Sold	112.0K → 0 −$570.1K
4 Smithfield Foods SFD	Sold	9.1K → 0 −$214.1K
5 Amazon AMZN	-8.8%	62.6K → 57.1K −$1.2M

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Analytics

Portfolio insights and performance metrics for Templeton & Phillips Capital Management, LLC

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Sector Allocation

Financial Services

49.30%

Consumer Cyclical

12.20%

Consumer Defensive

10.00%

Basic Materials

3.10%

ETF

2.90%

Industrials

2.60%

Communication Services

2.40%

Technology

1.30%

Energy

1.10%

Healthcare

0.30%

Market Cap Distribution

Mega Cap (> $200B)

54.74%

Large Cap ($10B - $200B)

19.08%

Mid Cap ($2B - $10B)

4.41%

Small Cap ($300M - $2B)

4.11%

N/A (ETF or Unknown)

17.66%

Portfolio Concentration

Top 10 Holdings %

84.21%

Top 20 Holdings %

94.36%

Top 50 Holdings %

99.99%

Top 100 Holdings %

100.0%