Holdings
| GE GENERAL ELECTRIC | $9.52B | 22.0% | 47,570,947 | +1,571,071 | +3.4% | Added |
| MSFT MICROSOFT CORP | $6.49B | 15.0% | 17,299,881 | +3,306,244 | +23.6% | Added |
| MCO MOODY'S CORP | $6.13B | 14.1% | 13,163,107 | −83,662 | −0.6% | Reduced |
| V VISA INC-CLASS A SHARES | $5.83B | 13.4% | 16,637,562 | −159,625 | −1.0% | Reduced |
| SPGI S&P GLOBAL INC | $5.26B | 12.1% | 10,361,269 | −38,808 | −0.4% | Reduced |
| CP CANADIAN PACIFIC KANSAS CITY | $3.85B | 8.9% | 54,913,285 | — | — | Held |
| CNI CANADIAN NATL RAILWAY CO | $2.62B | 6.0% | 26,899,078 | −2,794,686 | −9.4% | Reduced |
| GOOG ALPHABET INC-CL C | $2.16B | 5.0% | 13,855,735 | −2,651,321 | −16.1% | Reduced |
| FER FERROVIAL NV | $861.1M | 2.0% | 19,333,428 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $631.7M | 1.5% | 4,085,110 | −1,942,300 | −32.2% | 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.