Q4 2022 Holdings
Filed 2023-02-14 | 12 holdings | $1.2B | 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 | $176.5M | 2,000,000 | 15.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $145.4M | 700,000 | 12.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $136.0M | 440,250 | 11.7% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $126.0M | 525,000 | 10.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $122.4M | 3,500,000 | 10.5% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $84.1M | 707,250 | 7.2% |
| Canadian PAC RY LTD | COM | 13645T100 | $74.6M | 1,000,000 | 6.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $73.8M | 550,000 | 6.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $66.3M | 125,000 | 5.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $62.2M | 259,500 | 5.3% |
| Danaher Corporation(DHR) | COM | 235851102 | $53.1M | 200,000 | 4.6% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $45.0M | 750,000 | 3.9% |