Q1 2015 Holdings
Filed 2015-05-15 | 18 holdings | $580.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $440.2M | 5,332,900 | 75.8% |
| Autonation Inc(AN) | COM | 05329W102 | $122.1M | 1,898,716 | 21.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $10.6M | 73,625,314 | 1.8% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $1.1M | 17,126,874 | 0.2% |
| Waste Mgnt Inc del(WM) | COM | 94106L109 | $1.0M | 18,633,672 | 0.2% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $954.3K | 11,603,000 | 0.2% |
| Caterpillar Inc(CAT) | COM | 149123101 | $901.2K | 11,260,857 | 0.2% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $557.2K | 16,879,103 | 0.1% |
| Fedex Corp(FDX) | COM | 31428X106 | $500.5K | 3,024,999 | 0.1% |
| Ecolab Inc(ECL) | COM | 278865100 | $499.4K | 4,366,425 | 0.1% |
| Coca Cola Femsa SAB de CV(KOF) | SPON ADR REP L | 191241108 | $496.3K | 6,214,719 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $438.7K | 4,525,329 | 0.1% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $294.3K | 3,475,398 | 0.1% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $289.6K | 7,405,614 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $181.3K | 3,639,349 | 0.0% |
| Liberty Global PLC | SHS CL A | G5480U104 | $109.1K | 2,119,515 | 0.0% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $54.8K | 1,350,000 | 0.0% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $15.1K | 3,060,500 | 0.0% |