Holdings
| GE GENERAL ELECTRIC | $5.32B | 14.8% | 41,650,076 | — | — | Held |
| CNI CANADIAN NATL RAILWAY CO | $5.04B | 14.0% | 40,072,313 | −816,640 | −2.0% | Reduced |
| MCO MOODY'S CORP | $4.71B | 13.1% | 12,049,611 | +1,678,594 | +16.2% | Added |
| CP CANADIAN PACIFIC KANSAS CITY | $4.39B | 12.2% | 55,514,385 | −346,000 | −0.6% | Reduced |
| V VISA INC-CLASS A SHARES | $4.37B | 12.2% | 16,797,187 | — | — | Held |
| MSFT MICROSOFT CORP | $4.00B | 11.1% | 10,638,165 | +10,638,165 | — | New |
| SPGI S&P GLOBAL INC | $3.98B | 11.1% | 9,032,611 | −26,000 | −0.3% | Reduced |
| GOOG ALPHABET INC-CL C | $2.39B | 6.6% | 16,927,056 | — | — | Held |
| TMO THERMO FISHER SCIENTIFIC INC | $1.67B | 4.6% | 3,146,382 | −46,800 | −1.5% | Reduced |
| FERG1GBX FERGUSON PLC | $84.3M | 0.2% | 436,695 | −53,974 | −11.0% | Reduced |
| GOOGL ALPHABET INC-CL A | $22.0M | 0.1% | 157,400 | +157,400 | — | 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.