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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| DLTR | DOLLAR TREE INC | 8.76% | 9,581,598 | $1,158,894,278 | 1,275,131 | 15.35% | $120.95 | 13F |
| RBA | RB GLOBAL INC | 8.4% | 9,562,646 | $1,112,150,188 | 749,781 | 8.51% | $116.3 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 8.26% | 2,179,650 | $1,092,789,324 | 260,653 | 13.58% | $501.36 | 13F |
| SPGI | S&P GLOBAL INC | 6.31% | 2,049,857 | $834,824,762 | 397,272 | 24.04% | $407.26 | 13F |
| MAT | MATTEL INC | 5.35% | 51,047,454 | $708,538,662 | 1,906,572 | 3.88% | $13.88 | 13F |
| AMZN | AMAZON COM INC | 4.04% | 2,245,581 | $535,211,776 | 900,461 | 66.94% | $238.34 | 13F |
| AQN | ALGONQUIN POWER & UTILITIES | 3.92% | 88,374,416 | $519,164,025 | 6,902,022 | 8.47% | $5.87 | 13F |
| DGX | QUEST DIAGNOSTICS INC | 3.6% | 2,247,568 | $476,372,038 | 3,699 | 0.16% | $211.95 | 13F |
| TEL | TE CONNECTIVITY PLC | 1.59% | 1,045,642 | $210,811,884 | 617,101 | 144% | $201.61 | 13F |
| BRO | BROWN & BROWN INC | 0.11% | 236,500 | $15,171,475 | 123,000 | 108.37% | $64.15 | 13F |
| NU | NU HLDGS LTD | 0.00404% | 40,746 | $534,995 | 16,222 | 66.15% | $13.13 | 13F |