Q1 2023 Holdings
Filed 2023-05-15 | 13 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $157.8M | 700,000 | 12.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $155.6M | 1,500,000 | 12.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $135.9M | 440,250 | 10.7% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $106.3M | 225,000 | 8.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $104.3M | 2,750,000 | 8.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $100.8M | 400,000 | 7.9% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $92.3M | 350,000 | 7.3% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $83.4M | 707,250 | 6.6% |
| Canadian PAC RY LTD | COM | 13645T100 | $76.9M | 1,000,000 | 6.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $74.8M | 259,500 | 5.9% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $71.7M | 550,000 | 5.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $60.3M | 301,500 | 4.7% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $50.0M | 750,000 | 3.9% |