|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
323,200 |
$147M |
7.55% |
-
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
346,700 |
$110M |
5.65% |
-3.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
518,700 |
$99M |
5.09% |
-8.5%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
187,070 |
$99M |
5.08% |
-8.0%
|
- |
|
AON
|
US |
AON PLC-CLASS A |
260,950 |
$94M |
4.83% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
158,600 |
$93M |
4.79% |
-5.1%
|
- |
|
DHR
|
US |
DANAHER CORP |
403,210 |
$93M |
4.77% |
14.9%
|
- |
|
IEX
|
US |
IDEX CORP |
330,500 |
$69M |
3.57% |
16.9%
|
- |
|
KMX
|
US |
CARMAX INC |
825,200 |
$67M |
3.48% |
-2.4%
|
- |
|
GPN
|
US |
GLOBAL PAYMENTS INC |
589,600 |
$66M |
3.41% |
-3.3%
|
- |
|
CSGP
|
US |
COSTAR GROUP INC |
889,875 |
$64M |
3.29% |
0.4%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
120,200 |
$63M |
3.22% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
247,500 |
$54M |
2.80% |
-2.0%
|
- |
|
LH
|
US |
LABCORP HOLDINGS INC |
236,175 |
$54M |
2.79% |
-0.1%
|
- |
|
VMC
|
US |
VULCAN MATERIALS CO |
191,400 |
$49M |
2.54% |
-0.1%
|
- |
|
EFX
|
US |
EQUIFAX INC |
188,500 |
$48M |
2.48% |
7.1%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
135,450 |
$46M |
2.39% |
-
|
- |
|
LBRDK
|
US |
LIBERTY BROADBAND-C |
530,500 |
$40M |
2.05% |
-
|
- |
|
ACN
|
US |
ACCENTURE PLC-CL A |
106,850 |
$38M |
1.94% |
-
|
- |
|
ORCL
|
US |
ORACLE CORP |
207,575 |
$35M |
1.78% |
-3.3%
|
- |