Holdings
| TWENTY FIRST CENTY FOX INC | $5.51B | 27.6% | 114,502,969 | — | — | Held |
| CHTR CHARTER COMMUNICATIONS INC-A | $3.35B | 16.8% | 11,772,411 | −1,801,430 | −13.3% | Reduced |
| GOOG ALPHABET INC-CL C | $2.89B | 14.4% | 2,787,988 | +126,300 | +4.7% | Added |
| MSFT MICROSOFT CORP | $2.22B | 11.1% | 21,817,804 | +8,605,697 | +65.1% | Added |
| CANADIAN PAC RY LTD | $1.39B | 7.0% | 7,835,316 | +2,923,623 | +59.5% | Added |
| UNP UNION PACIFIC CORP | $1.06B | 5.3% | 7,698,818 | +2,610,091 | +51.3% | Added |
| TWENTY FIRST CENTY FOX INC | $1.06B | 5.3% | 22,189,801 | — | — | Held |
| MCO MOODY'S CORP | $837.3M | 4.2% | 5,978,677 | +3,948,485 | +194.5% | Added |
| CNI CANADIAN NATL RAILWAY CO | $794.6M | 4.0% | 10,720,483 | +8,948,483 | +505.0% | Added |
| GOOGL ALPHABET INC-CL A | $450.0M | 2.3% | 430,600 | +50,000 | +13.1% | Added |
| SPGI S&P GLOBAL INC | $346.8M | 1.7% | 2,040,954 | +1,596,335 | +359.0% | Added |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | $74.5M | 0.4% | 2,427,057 | +2,162,070 | +815.9% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NSC NORFOLK SOUTHERN CORP | 3,753,454 | $677.5M |
| PCG P G & E CORP | 1,400,611 | $64.4M |
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.