| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| BRK.Bhist | BERKSHIRE HATHAWAY INC DEL | 25.80 | Reduce 12.00% | 17,048,304 | $479.20 | $8.17B |
| WMhist | WASTE MGMT INC DEL | 20.06 | Reduce 4.00% | 27,642,344 | $229.79 | $6.35B |
| CNIhist | CANADIAN NATL RY CO | 16.82 | — | 51,826,786 | $102.77 | $5.33B |
| CAThist | CATERPILLAR INC | 14.22 | — | 6,353,614 | $708.46 | $4.50B |
| DEhist | DEERE & CO | 6.33 | — | 3,557,378 | $563.30 | $2.00B |
| ECLhist | ECOLAB INC | 4.38 | — | 5,218,044 | $266.02 | $1.39B |
| WMThist | WALMART INC | 3.29 | — | 8,390,477 | $124.28 | $1.04B |
| FDXhist | FEDEX CORP | 2.68 | — | 2,384,362 | $356.18 | $849.26M |
| KOFhist | COCA-COLA FEMSA SAB DE CV | 1.91 | — | 6,214,719 | $97.55 | $606.25M |
| WCNhist | WASTE CONNECTIONS INC | 1.05 | — | 2,039,175 | $162.44 | $331.24M |
| MSGShist | MADISON SQUARE GRDN SPRT COR | 0.60 | — | 592,406 | $321.40 | $190.40M |
| CPNGhist | COUPANG INC | 0.55 | — | 9,248,045 | $18.88 | $174.60M |
| BUDhist | ANHEUSER BUSCH INBEV SA NV | 0.37 | — | 1,703,000 | $69.37 | $118.14M |
| PCARhist | PACCAR INC | 0.36 | — | 1,000,000 | $115.50 | $115.50M |
| WSThist | WEST PHARMACEUTICAL SVSC INC | 0.35 | — | 444,500 | $250.64 | $111.41M |
| MCDhist | MCDONALDS CORP | 0.33 | — | 334,900 | $310.79 | $104.08M |
| SDGRhist | SCHRODINGER INC | 0.25 | — | 6,981,664 | $11.36 | $79.31M |
| DHRhist | DANAHER CORP DEL | 0.22 | — | 373,000 | $189.60 | $70.72M |
| KHChist | KRAFT HEINZ CO | 0.18 | — | 2,472,600 | $22.49 | $55.61M |
| HRLhist | HORMEL FOODS CORP | 0.15 | — | 2,085,290 | $22.65 | $47.23M |
| ONONhist | ON HLDG AG | 0.05 | — | 500,000 | $34.02 | $17.01M |
| VLTOhist | VERALTO CORP | 0.03 | — | 124,333 | $88.42 | $10.99M |
| MSFThist | MICROSOFT CORP | 0.00 | Sell | 0 | — | $0 |