Holdings
| TWENTY FIRST CENTY FOX INC | $5.30B | 27.8% | 114,502,969 | — | — | Held |
| CHTR CHARTER COMMUNICATIONS INC-A | $4.42B | 23.2% | 13,573,841 | −34,000 | −0.2% | Reduced |
| GOOG ALPHABET INC-CL C | $3.18B | 16.6% | 2,661,688 | −110,962 | −4.0% | Reduced |
| MSFT MICROSOFT CORP | $1.51B | 7.9% | 13,212,107 | −598,342 | −4.3% | Reduced |
| CANADIAN PAC RY LTD | $1.04B | 5.4% | 4,911,693 | +2,600,343 | +112.5% | Added |
| TWENTY FIRST CENTY FOX INC | $1.02B | 5.3% | 22,189,801 | — | — | Held |
| UNP UNION PACIFIC CORP | $828.6M | 4.3% | 5,088,727 | +3,345,294 | +191.9% | Added |
| NSC NORFOLK SOUTHERN CORP | $677.5M | 3.5% | 3,753,454 | +1,225,366 | +48.5% | Added |
| GOOGL ALPHABET INC-CL A | $459.4M | 2.4% | 380,600 | — | — | Held |
| MCO MOODY'S CORP | $339.4M | 1.8% | 2,030,192 | +337,569 | +19.9% | Added |
| CNI CANADIAN NATL RAILWAY CO | $159.1M | 0.8% | 1,772,000 | +1,772,000 | — | New |
| SPGI S&P GLOBAL INC | $86.9M | 0.5% | 444,619 | — | — | Held |
| PCG P G & E CORP | $64.4M | 0.3% | 1,400,611 | +1,400,611 | — | New |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | $9.9M | 0.1% | 264,987 | +264,987 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AABAUSD ALTABA INC | 57,057,273 | $4.18B |
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.