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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 18.58% | 2,281,106 | $1,139,777,424 | -724,174 | -24.1% | $499.66 | 13F |
| BN | BROOKFIELD CORP | 11.23% | 17,027,077 | $689,085,823 | -9,816,556 | -36.57% | $40.47 | 13F |
| KKR | KKR & CO L P DEL | 10.13% | 6,718,078 | $621,422,174 | -1,387,971 | -17.12% | $92.5 | 13F |
| MCO | MOODYS CORP | 8.86% | 1,246,114 | $543,617,232 | -489,117 | -28.19% | $436.25 | 13F |
| V | VISA INC | 8.07% | 1,638,798 | $495,310,308 | -1,037,830 | -38.77% | $302.24 | 13F |
| ORLY | OREILLY AUTOMOTIVE INC | 5.85% | 3,885,813 | $358,699,398 | -2,834,006 | -42.17% | $92.31 | 13F |
| ABNB | AIRBNB INC | 4.19% | 2,034,473 | $256,913,250 | -1,438,770 | -41.42% | $126.28 | 13F |
| AMT | AMERICAN TOWER CORP NEW | 0.14% | 50,772 | $8,762,232 | -204,495 | -80.11% | $172.58 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.08% | 10,339 | $4,954,449 | -1,563 | -13.13% | $479.2 | 13F |