Holdings
| GE GENERAL ELECTRIC | $13.48B | 29.8% | 47,510,431 | — | — | Held |
| V VISA INC-CLASS A SHARES | $9.21B | 20.4% | 30,468,133 | +2,743,900 | +9.9% | Added |
| MCO MOODY'S CORP | $6.25B | 13.8% | 14,334,027 | +1,025,548 | +7.7% | Added |
| SPGI S&P GLOBAL INC | $5.97B | 13.2% | 14,035,310 | +2,245,000 | +19.0% | Added |
| CP CANADIAN PACIFIC KANSAS CITY | $3.66B | 8.1% | 46,521,923 | −1,132,500 | −2.4% | Reduced |
| GOOG ALPHABET INC-CL C | $2.54B | 5.6% | 8,854,019 | +1,257,200 | +16.5% | Added |
| FER FERROVIAL NV | $1.33B | 2.9% | 20,740,214 | — | — | Held |
| CNI CANADIAN NATL RAILWAY CO | $1.01B | 2.2% | 9,849,934 | — | — | Held |
| MSFT MICROSOFT CORP | $1.01B | 2.2% | 2,728,412 | −14,053,541 | −83.7% | Reduced |
| GOOGL ALPHABET INC-CL A | $706.5M | 1.6% | 2,457,000 | +2,457,000 | — | New |
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.