NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
20.9%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 37.88M
Full voting authority
37.88M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | COM | 1.32M | SH | $465.68M 8.03% | 1.32M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | COM | 905.64K | SH | $453.17M 7.82% | 905.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.24M | SH | $295.44M 5.10% | 1.24M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 782.94K | SH | $292.05M 5.04% | 782.94K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 729.75K | SH | $211.16M 3.64% | 729.75K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 320.54K | SH | $203.33M 3.51% | 320.54K | 0.00 | 0.00 |
MASTERCARD INCSOLE | COM | 389.56K | SH | $200.08M 3.45% | 389.56K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 187.97K | SH | $175.84M 3.03% | 187.97K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.25M | SH | $162.38M 2.80% | 2.25M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 80.37K | SH | $156.97M 2.71% | 80.37K | 0.00 | 0.00 |
ALPHABET INC-CL ASOLE | COM | 430.66K | SH | $153.90M 2.66% | 430.66K | 0.00 | 0.00 |
FASTENAL CO COMSOLE | COM | 3.11M | SH | $149.35M 2.58% | 3.11M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 105.31K | SH | $140.27M 2.42% | 105.31K | 0.00 | 0.00 |
AON PLCSOLE | COM | 400.63K | SH | $132.89M 2.29% | 400.63K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 1.31M | SH | $125.51M 2.17% | 1.31M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 217.07K | SH | $125.19M 2.16% | 217.07K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 363.12K | SH | $125.03M 2.16% | 363.12K | 0.00 | 0.00 |
CIE FINANCIERE RICHEMONT SASOLE | COM | 5.18M | SH | $119.60M 2.06% | 5.18M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 286.31K | SH | $116.60M 2.01% | 286.31K | 0.00 | 0.00 |
Linde PLCSOLE | COM | 215.40K | SH | $111.78M 1.93% | 215.40K | 0.00 | 0.00 |
CANADIAN NATIONAL RAILWAY COSOLE | COM | 936.88K | SH | $111.71M 1.93% | 936.88K | 0.00 | 0.00 |
FERRARI N V NEW FSOLE | COM | 299.02K | SH | $111.32M 1.92% | 299.02K | 0.00 | 0.00 |
TEXAS PACIFIC LAND CORPSOLE | COM | 243.35K | SH | $106.50M 1.84% | 243.35K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 1.47M | SH | $105.14M 1.81% | 1.47M | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGEMENT LTSOLE | COM | 2.10M | SH | $93.98M 1.62% | 2.10M | 0.00 | 0.00 |