Q3 2022 Holdings
Filed 2022-11-14 | 11 holdings | $238.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $124.3M | 1,300,000 | 52.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $113.0M | 1,000,000 | 47.5% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $137.8K | 750,000 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $124.4K | 700,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $117.6K | 440,250 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $87.3K | 375,000 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $80.7K | 2,750,000 | 0.0% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $76.4K | 707,250 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $51.7K | 775,000 | 0.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $48.2K | 400,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $39.1K | 77,500 | 0.0% |