Allocation by class
Portfolio Concentration
Top 3 weight
35.0%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 39.51M
Full voting authority
39.51M
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 | $860.30M 13.17% | 2.84M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 171.90K | SH | $723.75M 11.08% | 171.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.47M | SH | $702.77M 10.76% | 1.47M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.35M | SH | $675.84M 10.34% | 1.35M | 0.00 | 0.00 |
DEERE & COSOLE | COM | 1.19M | SH | $672.58M 10.29% | 1.19M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 1.34M | SH | $570.99M 8.74% | 1.34M | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 8.51M | SH | $534.40M 8.18% | 8.51M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.11M | SH | $483.77M 7.40% | 1.11M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 5.26M | SH | $414.08M 6.34% | 5.26M | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 11.49M | SH | $329.98M 5.05% | 11.49M | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 1.34M | SH | $260.19M 3.98% | 1.34M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 563.27K | SH | $121.60M 1.86% | 563.27K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 936.85K | SH | $47.12M 0.72% | 936.85K | 0.00 | 0.00 |
CABLE ONE INCSOLE | COM | 280.08K | SH | $25.55M 0.39% | 280.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 76.56K | SH | $23.14M 0.35% | 76.56K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 297.82K | SH | $22.40M 0.34% | 297.82K | 0.00 | 0.00 |
VERSANT MEDIA GROUP INCSOLE | COM CL A | 448.20K | SH | $16.59M 0.25% | 448.20K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI UK ETF NEW | 233.57K | SH | $10.64M 0.16% | 233.57K | 0.00 | 0.00 |
GCI LIBERTY INCSOLE | COM SER C | 253.54K | SH | $9.43M 0.14% | 253.54K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 77.30K | SH | $7.94M 0.12% | 77.30K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 112.65K | SH | $6.51M 0.10% | 112.65K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI AC ASIA ETF | 50.37K | SH | $4.85M 0.07% | 50.37K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 62.91K | SH | $4.39M 0.07% | 62.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.93K | SH | $3.22M 0.05% | 4.93K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 24.44K | SH | $2.01M 0.03% | 24.44K | 0.00 | 0.00 |