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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALC | ALCON AG | 15.19% | 9,683,004 | $651,941,000 | 358,348 | 3.84% | $67.33 | 13F |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 10.59% | 6,074,817 | $454,457,000 | 2,889,533 | 90.72% | $74.81 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 3.78% | 553,359 | $162,234,000 | 320,003 | 137.13% | $293.18 | 13F |
| MA | MASTERCARD INCORPORATED | 2.27% | 189,941 | $97,554,000 | 34,349 | 22.08% | $513.6 | 13F |
| CPRT | COPART INC | 0.43% | 656,567 | $18,509,000 | 382,509 | 139.57% | $28.19 | 13F |