Q1 2020 Holdings
Filed 2020-05-15 | 23 holdings | $894.0M | 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 | $770.1M | 5,332,900 | 86.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $107.4M | 552,383 | 12.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $8.2M | 44,912,525 | 0.9% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $1.7M | 18,633,672 | 0.2% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $1.3M | 17,126,874 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $1.3M | 11,603,000 | 0.1% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $1.3M | 11,260,857 | 0.1% |
| Ecolab Inc(ECL) | COM | 278865100 | $680.4K | 4,366,426 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $422.8K | 4,525,329 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $366.8K | 3,024,999 | 0.0% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $301.0K | 6,981,665 | 0.0% |
| Coca Cola Femsa S A B de C V(KOF) | SPONSORD ADR REP | 191241108 | $250.0K | 6,214,719 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $127.4K | 501,044 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $117.9K | 60,460 | 0.0% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $97.9K | 16,879,104 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $57.2K | 3,639,349 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $50.1K | 43,107 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $50.0K | 42,981 | 0.0% |
| Liberty Global PLC | SHS CL A | G5480U104 | $35.0K | 2,119,515 | 0.0% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $10.2K | 3,060,500 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $6.7K | 272,420 | 0.0% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $6.5K | 636,044 | 0.0% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $3.9K | 370,424 | 0.0% |