Q4 2024 Holdings
Filed 2025-02-14 | 13 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $197.5M | 625,000 | 12.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $189.3M | 1,000,000 | 12.4% |
| Canadian Pacific Kansas City(CP) | COM | 13646K108 | $180.9M | 2,500,000 | 11.8% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $165.1M | 550,000 | 10.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $158.1M | 375,000 | 10.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $139.1M | 275,000 | 9.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $137.7M | 600,000 | 9.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $74.1M | 300,000 | 4.9% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $72.5M | 250,000 | 4.7% |
| Lowes COS Inc(LOW) | COM | 548661107 | $67.9M | 275,000 | 4.4% |
| QXO Inc(QXO) | COM NEW | 82846H405 | $63.6M | 4,000,000 | 4.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $45.3M | 100,000 | 3.0% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $36.0M | 150,000 | 2.4% |