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Portfolio (Quarterly) Guide ↗

ACADEMY CAPITAL MANAGEMENT

· CIK 0001031972
13F Portfolio $699M AUM 38 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 4 Added 22 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ADYEN NV 1,265,437.0 $12.6M 1.80% NEW $9.97
2 HBAN HUNT BANCSHARES Financial Services 51,851.0 $811K 0.12% NEW $15.65 +2.7%
3 F FORD MOTOR CO Consumer Cyclical 1,551.0 $18K 0.00% NEW $11.54 +32.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Communication Services 24.9%
Financial Services 17.7%
Healthcare 15.5%
Consumer Cyclical 9.1%
Industrials 4.1%
Energy 1.3%
Utilities 0.1%
Consumer Defensive 0.1%