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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN EXPRESS CO | $860.3M | 2844158 | 13.17% |
| 2 | BOOKING HOLDINGS INC | $723.8M | 171900 | 11.08% |
| 3 | BERKSHIRE HATHAWAY INC DEL | $702.8M | 1466548 | 10.76% |
| 4 | MASTERCARD INCORPORATED | $675.8M | 1352607 | 10.34% |
| 5 | DEERE & CO | $672.6M | 1194008 | 10.29% |
| 6 | S&P GLOBAL INC | $571.0M | 1342430 | 8.74% |
| 7 | SUNBELT RENTALS HOLDINGS INC | $534.4M | 8511833 | 8.18% |
| 8 | MOODYS CORP | $483.8M | 1108934 | 7.40% |
| 9 | CANADIAN PACIFIC KANSAS CITY | $414.1M | 5264204 | 6.34% |
| 10 | COMCAST CORP NEW | $330.0M | 11493697 | 5.05% |
| 11 | TEXAS INSTRS INC | $260.2M | 1340229 | 3.98% |
| 12 | CHARTER COMMUNICATIONS INC | $121.6M | 563266 | 1.86% |
| 13 | LIBERTY BROADBAND CORP | $47.1M | 936848 | 0.72% |
| 14 | CABLE ONE INC | $25.5M | 280084 | 0.39% |
| 15 | VISA INC | $23.1M | 76565 | 0.35% |
| 16 | WAYFAIR INC | $22.4M | 297817 | 0.34% |
| 17 | VERSANT MEDIA GROUP INC | $16.6M | 448199 | 0.25% |
| 18 | ISHARES TR | $10.6M | 233567 | 0.16% |
| 19 | GCI LIBERTY INC | $9.4M | 253536 | 0.14% |
| 20 | CANADIAN NATL RY CO | $7.9M | 77296 | 0.12% |
| 21 | RYANAIR HOLDINGS PLC | $6.5M | 112652 | 0.10% |
| 22 | ISHARES TR | $4.8M | 50372 | 0.07% |
| 23 | ISHARES INC | $4.4M | 62909 | 0.07% |
| 24 | ISHARES TR | $3.2M | 4929 | 0.05% |
| 25 | VANGUARD INTL EQUITY INDEX F | $2.0M | 24443 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.