Q1 2025 Holdings
Filed 2025-05-14 | 110 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Evercore Inc(EVR) | CLASS A | 29977A105 | $59.9M | 300,000 | 2.5% |
| Cohen & Steers Infrastructur(UTF) | COM | 19248A109 | $70.3M | 2,750,000 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $75.1M | 200,000 | 3.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $76.5M | 1,240,000 | 3.2% |
| YUM Brands Inc(YUM) | COM | 988498101 | $92.1M | 585,000 | 3.8% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $124.6M | 3,650,000 | 5.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $133.7M | 251,000 | 5.6% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $252.2M | 1,028,000 | 10.5% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $820.8M | 1,028 | 34.1% |