- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 25.79% | 17,048,304 | $8,169,547,277 | -2,358,460 | -12.15% | $479.2 | 13F |
| WM | WASTE MGMT INC DEL | 20.05% | 27,642,344 | $6,351,934,228 | -1,292,000 | -4.47% | $229.79 | 13F |
| CNI | CANADIAN NATL RY CO | 16.81% | 51,826,786 | $5,326,238,797 | No Change | $102.77 | 13F | |
| CAT | CATERPILLAR INC | 14.21% | 6,353,614 | $4,501,281,374 | No Change | $708.46 | 13F | |
| DE | DEERE & CO | 6.33% | 3,557,378 | $2,003,871,027 | No Change | $563.3 | 13F | |
| ECL | ECOLAB INC | 4.38% | 5,218,044 | $1,388,104,065 | No Change | $266.02 | 13F | |
| WMT | WALMART INC | 3.29% | 8,390,477 | $1,042,768,482 | No Change | $124.28 | 13F | |
| FDX | FEDEX CORP | 2.68% | 2,384,362 | $849,262,057 | No Change | $356.18 | 13F | |
| KOF | COCA-COLA FEMSA SAB DE CV | 1.91% | 6,214,719 | $606,245,838 | No Change | $97.55 | 13F | |
| WCN | WASTE CONNECTIONS INC | 1.05% | 2,039,175 | $331,243,587 | No Change | $162.44 | 13F | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.60% | 592,406 | $190,399,288 | No Change | $321.4 | 13F | |
| CPNG | COUPANG INC | 0.55% | 9,248,045 | $174,603,090 | No Change | $18.88 | 13F | |
| BUD | ANHEUSER BUSCH INBEV SA NV | 0.37% | 1,703,000 | $118,137,110 | No Change | $69.37 | 13F | |
| PCAR | PACCAR INC | 0.36% | 1,000,000 | $115,500,000 | No Change | $115.5 | 13F | |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.35% | 444,500 | $111,409,480 | No Change | $250.64 | 13F | |
| MCD | MCDONALDS CORP | 0.33% | 334,900 | $104,083,571 | No Change | $310.79 | 13F | |
| SDGR | SCHRODINGER INC | 0.25% | 6,981,664 | $79,311,703 | No Change | $11.36 | 13F | |
| DHR | DANAHER CORP DEL | 0.22% | 373,000 | $70,720,800 | No Change | $189.6 | 13F | |
| KHC | KRAFT HEINZ CO | 0.18% | 2,472,600 | $55,608,774 | No Change | $22.49 | 13F | |
| HRL | HORMEL FOODS CORP | 0.15% | 2,085,290 | $47,231,819 | No Change | $22.65 | 13F | |
| ONON | ON HLDG AG | 0.05% | 500,000 | $17,010,000 | No Change | $34.02 | 13F | |
| IIF | Morgan Stanley India Investment Fund, Inc. | 0.03% | 471,222 | $10,541,236 | 471,222 | New | 13G | |
| VLTO | VERALTO CORP | 0.03% | 124,333 | $10,993,524 | No Change | $88.42 | 13F | |
| MSFT | MICROSOFT CORP | -7,691,207 | Exited | 13F |