Institutions / Academy Capital Management

Academy Capital Management

CIK 1031972 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$699.42M
Positions
37
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$699.42M-7.1%
$752.54M$725.98M$699.42MQ4 '25Q1 '26

Positions

37-9.8%
413937Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
Apple Inc.โ€”$70.12M276,27810.0%
Alphabet Cโ€”$57.58M200,7188.2%
Amazon.com Incโ€”$53.55M257,1317.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$50.73M150,1057.3%
Warren E. Buffettโ€”$50.40M105,1727.2%
Meta Platformsโ€”$50.22M87,7817.2%
Mastercard Incโ€”$49.20M98,4717.0%
Microsoft Corpโ€”$47.15M127,3826.7%
Alphabet aโ€”$46.67M162,2876.7%
Primerica Incโ€”$32.53M129,8884.7%
Zoetis Inc Classโ€”$26.99M228,3303.9%
Novo Nordiskโ€”$26.43M719,2303.8%
Pool Corpโ€”$24.92M123,1593.6%
Unitedhealthโ€”$22.95M84,8273.3%
Idexx Labs Incโ€”$19.28M34,3192.8%
Sp Global Incโ€”$17.50M41,1512.5%
Adyen NVโ€”$12.62M1,265,4371.8%
Lvmh Moetโ€”$11.30M103,4661.6%
Exxon Mobilโ€”$7.70M45,3841.1%
Citigroup Incโ€”$6.35M56,0000.9%
Alibaba Grpโ€”$3.22M25,6330.5%
Nestle Adrโ€”$3.02M30,5230.4%
Travelers Companies, Inc.โ€”$2.81M9,6170.4%
Huntington Bancshares Inc /Mdโ€”$811.5K51,8510.1%
Visa Inc Class aโ€”$756.2K2,5020.1%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
Add670100205
Common stock
$12.99M+353K
+96.63%
719,230
3.78% of portfolio
medium
Q1 2026
as of
New00783V104
Common stock
$12.62M+1.3M
1,265,437
1.80% of portfolio
medium
Q1 2026
as of
Add73278l105
Common stock
$11.40M+56K
+84.35%
123,159
3.56% of portfolio
medium
Q1 2026
as of
Add78409v104
Common stock
$9.19M+22K
+110.67%
41,151
2.50% of portfolio
medium
Q1 2026
as of
Exit12572q105
Common stock
$-3.26M-12K
-100.00%
0
low
Q1 2026
as of
TrimApple Inc.
Common stock
$-2.62M-10K
-3.61%
276,278
10.03% of portfolio
low
Q1 2026
as of
Trim02079k107
Common stock
$-2.04M-7K
-3.42%
200,718
8.23% of portfolio
low
Q1 2026
as of
TrimAmazon.com Inc
Common stock
$-1.72M-8K
-3.11%
257,131
7.66% of portfolio
low
Q1 2026
as of
Trim02079k305
Common stock
$-1.66M-6K
-3.43%
162,287
6.67% of portfolio
low
Q1 2026
as of
Trim57636q104
Common stock
$-1.64M-3K
-3.23%
98,471
7.03% of portfolio
low