Holdings
| GE GENERAL ELECTRIC | $9.09B | 20.6% | 48,180,376 | — | — | Held |
| MCO MOODY'S CORP | $6.29B | 14.3% | 13,246,769 | — | — | Held |
| SPGI S&P GLOBAL INC | $5.37B | 12.2% | 10,400,077 | — | — | Held |
| MSFT MICROSOFT CORP | $5.16B | 11.7% | 11,990,590 | +1,458,700 | +13.9% | Added |
| CP CANADIAN PACIFIC KANSAS CITY | $4.70B | 10.7% | 54,913,285 | — | — | Held |
| V VISA INC-CLASS A SHARES | $4.62B | 10.5% | 16,797,187 | — | — | Held |
| CNI CANADIAN NATL RAILWAY CO | $4.15B | 9.4% | 35,437,277 | −4,051,108 | −10.3% | Reduced |
| GOOG ALPHABET INC-CL C | $2.83B | 6.4% | 16,927,056 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $999.6M | 2.3% | 6,027,410 | — | — | Held |
| FER FERROVIAL NV | $820.3M | 1.9% | 19,095,244 | — | — | Held |
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.