Allocation by class
Portfolio Concentration
Top 3 weight
35.5%
Top 10 weight
92.4%
Voting Authority Distribution
Total shares with voting rights: 43.38M
Full voting authority
43.38M
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 |
|---|---|---|---|---|---|---|---|
AMERICAN EXPRESS COSOLE | COM | 2.84M | SH | $960.03M 13.86% | 2.84M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.29M | SH | $764.72M 11.04% | 4.29M | 0.00 | 0.00 |
DEERE & COSOLE | COM | 1.16M | SH | $738.04M 10.65% | 1.16M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.46M | SH | $729.82M 10.53% | 1.46M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.35M | SH | $692.99M 10.00% | 1.35M | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 8.65M | SH | $634.52M 9.16% | 8.65M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 1.33M | SH | $543.37M 7.84% | 1.33M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.10M | SH | $500.45M 7.22% | 1.10M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 5.22M | SH | $452.60M 6.53% | 5.22M | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 1.29M | SH | $384.02M 5.54% | 1.29M | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 11.30M | SH | $277.48M 4.01% | 11.30M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 570.44K | SH | $81.12M 1.17% | 570.44K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 350.80K | SH | $32.42M 0.47% | 350.80K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 90.12K | SH | $30.92M 0.45% | 90.12K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 923.43K | SH | $30.71M 0.44% | 923.43K | 0.00 | 0.00 |
VERSANT MEDIA GROUP INCSOLE | COM CL A | 442.33K | SH | $15.93M 0.23% | 442.33K | 0.00 | 0.00 |
CABLE ONE INCSOLE | COM | 276.58K | SH | $14.69M 0.21% | 276.58K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 91.99K | SH | $10.97M 0.16% | 91.99K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI UK ETF NEW | 173.38K | SH | $8.00M 0.12% | 173.38K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 111.35K | SH | $7.21M 0.10% | 111.35K | 0.00 | 0.00 |
LIBERTY CAP CORPSOLE | SER C GCI GROUP | 250.02K | SH | $5.39M 0.08% | 250.02K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI AC ASIA ETF | 44.71K | SH | $5.34M 0.08% | 44.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.93K | SH | $3.69M 0.05% | 4.93K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 30.35K | SH | $2.51M 0.04% | 30.35K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 8.67K | SH | $767.3K 0.01% | 8.67K | 0.00 | 0.00 |