Holdings
| MA MASTERCARD INC - A | $4.44B | 18.4% | 9,220,584 | +4,158,750 | +82.2% | Added |
| MCO MOODY'S CORP | $3.50B | 14.5% | 8,905,934 | +4,128,994 | +86.4% | Added |
| KKR KKR & CO INC | $2.99B | 12.4% | 29,759,102 | +13,110,883 | +78.8% | Added |
| AMT AMERICAN TOWER CORP | $2.45B | 10.1% | 12,395,650 | +5,591,051 | +82.2% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $2.23B | 9.2% | 1,976,828 | +956,964 | +93.8% | Added |
| V VISA INC-CLASS A SHARES | $1.83B | 7.6% | 6,543,480 | +3,034,740 | +86.5% | Added |
| ROP ROPER TECHNOLOGIES INC | $1.73B | 7.2% | 3,089,400 | +1,516,708 | +96.4% | Added |
| BN BROOKFIELD CORP | $1.50B | 6.2% | 35,916,830 | +17,863,339 | +98.9% | Added |
| CSGP COSTAR GROUP INC | $1.40B | 5.8% | 14,523,252 | +7,267,583 | +100.2% | Added |
| DHR DANAHER CORP | $886.7M | 3.7% | 3,550,800 | +1,775,400 | +100.0% | Added |
| KMX CARMAX INC | $470.7M | 1.9% | 5,403,658 | +2,676,963 | +98.2% | Added |
| UBER UBER TECHNOLOGIES INC | $273.3M | 1.1% | 3,550,000 | +3,550,000 | — | New |
| CCC CCC INTELLIGENT SOLUTIONS HO | $167.4M | 0.7% | 14,000,000 | +14,000,000 | — | New |
| DBRG DIGITALBRIDGE GROUP INC | $158.4M | 0.7% | 8,218,010 | +3,815,790 | +86.7% | Added |
| SBAC SBA COMMUNICATIONS CORP | $78.3M | 0.3% | 361,258 | +180,629 | +100.0% | Added |
| GSHD GOOSEHEAD INSURANCE INC -A | $32.5M | 0.1% | 487,344 | +243,672 | +100.0% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $13.9M | 0.1% | 32,980 | +16,420 | +99.2% | Added |
| VRSK VERISK ANALYTICS INC | $8.2M | 0.0% | 34,650 | +17,325 | +100.0% | Added |
| BAM BROOKFIELD ASSET MGMT-A | $5.3M | 0.0% | 126,000 | −3,329,966 | −96.4% | Reduced |
| SOPH SOPHIA GENETICS SA | $1.4M | 0.0% | 287,699 | +287,699 | — | New |
| DLTR DOLLAR TREE INC | $594K | 0.0% | 4,458 | −17,313 | −79.5% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.