| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO L P DEL | 11.53% | 8,847,564 | $1,176,991,380 | No Change | $133.03 | 13F | |
| V | VISA INC | 11.04% | 3,175,240 | $1,127,368,962 | No Change | $355.05 | 13F | |
| DHR | DANAHER CORPORATION | 3.43% | 1,775,400 | $350,712,516 | No Change | $197.54 | 13F | |
| GSHD | GOOSEHEAD INS INC | 0.38% | 366,125 | $38,629,849 | No Change | $105.51 | 13F |