Holdings
| CHTR CHARTER COMMUNICATIONS INC-A | $6.89B | 22.6% | 10,410,705 | — | — | Held |
| GOOG ALPHABET INC-CL C | $5.17B | 17.0% | 2,952,307 | −1,413 | −0.0% | Reduced |
| CANADIAN PAC RY LTD | $3.87B | 12.7% | 11,172,077 | — | — | Held |
| MSFT MICROSOFT CORP | $3.18B | 10.4% | 14,314,499 | — | — | Held |
| V VISA INC-CLASS A SHARES | $3.07B | 10.1% | 14,057,890 | — | — | Held |
| CNI CANADIAN NATL RAILWAY CO | $2.28B | 7.5% | 20,773,418 | −28,847 | −0.1% | Reduced |
| MCO MOODY'S CORP | $1.90B | 6.2% | 6,553,490 | — | — | Held |
| UNP UNION PACIFIC CORP | $1.25B | 4.1% | 6,016,539 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $1.08B | 3.6% | 618,021 | — | — | Held |
| BXP BXP INC | $790.5M | 2.6% | 8,362,038 | +3,175,236 | +61.2% | Added |
| SPGI S&P GLOBAL INC | $776.6M | 2.5% | 2,362,294 | — | — | Held |
| VNO VORNADO REALTY TRUST | $183.1M | 0.6% | 4,904,776 | −5,021,740 | −50.6% | Reduced |
| AMZN AMAZON.COM INC | $9.1M | 0.0% | 2,800 | — | — | 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.