ACADEMY CAPITAL MANAGEMENT
CIK 1031972
13F filing for Q2 2026・No. 3,064
- Holdings
- US$756.26M
- Quarter change
- +US$56.84M
- Entries
- 36
- Net bought (estimate)
- −US$23.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 6
- Cut 13
- Added 8
- Corporate actions 0
- Unchanged 10
Largest holdings
36 stocks worth US$756.26M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 273,364 | US$79.1M | 10.46% |
| TSMTSMC ADRSPONSORED ADS | Cut | 148,602 | US$70.97M | 9.38% |
| GOOGALPHABET CCAP STK CL C | Cut | 199,040 | US$70.33M | 9.30% |
| AMZNAmazonCOM | Cut | 246,188 | US$58.68M | 7.76% |
| GOOGLAlphabetCAP STK CL A | Cut | 155,648 | US$55.62M | 7.36% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 105,008 | US$52.54M | 6.95% |
| MAMASTERCARD INCCL A | Added | 99,456 | US$51.08M | 6.75% |
| METAMetaCL A | Cut | 84,919 | US$47.83M | 6.33% |
| MSFTMicrosoftCOM | Cut | 122,816 | US$45.81M | 6.06% |
| PRIPRIMERICA INCCOM | Cut | 129,764 | US$36.88M | 4.88% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.