|
V
|
US |
VISA INC-CLASS A SHARES |
625,000 |
$198M |
12.93% |
-9.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
1,000,000 |
$189M |
12.40% |
-9.1%
|
- |
|
CP
|
US |
CANADIAN PACIFIC KANSAS CITY |
2,500,000 |
$181M |
11.85% |
78.6%
|
- |
|
HCA
|
US |
HCA HEALTHCARE INC |
550,000 |
$165M |
10.81% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
375,000 |
$158M |
10.35% |
25.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
275,000 |
$139M |
9.11% |
-
|
- |
|
DHR
|
US |
DANAHER CORP |
600,000 |
$138M |
9.02% |
20.0%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
300,000 |
$74M |
4.86% |
-
|
- |
|
MCD
|
US |
MCDONALD'S CORP |
250,000 |
$72M |
4.75% |
-
|
- |
|
LOW
|
US |
LOWE'S COS INC |
275,000 |
$68M |
4.44% |
-15.4%
|
- |
|
QXO
|
US |
QXO INC |
4,000,000 |
$64M |
4.16% |
-39.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
100,000 |
$45M |
2.97% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
150,000 |
$36M |
2.35% |
-57.1%
|
- |