Holdings
| GE GENERAL ELECTRIC | $7.67B | 18.1% | 45,999,876 | −2,180,500 | −4.5% | Reduced |
| MCO MOODY'S CORP | $6.27B | 14.8% | 13,246,769 | — | — | Held |
| MSFT MICROSOFT CORP | $5.90B | 13.9% | 13,993,637 | +2,003,047 | +16.7% | Added |
| V VISA INC-CLASS A SHARES | $5.31B | 12.5% | 16,797,187 | — | — | Held |
| SPGI S&P GLOBAL INC | $5.18B | 12.2% | 10,400,077 | — | — | Held |
| CP CANADIAN PACIFIC KANSAS CITY | $3.97B | 9.4% | 54,913,285 | — | — | Held |
| GOOG ALPHABET INC-CL C | $3.14B | 7.4% | 16,507,056 | −420,000 | −2.5% | Reduced |
| CNI CANADIAN NATL RAILWAY CO | $3.01B | 7.1% | 29,693,764 | −5,743,513 | −16.2% | Reduced |
| GOOGL ALPHABET INC-CL A | $1.14B | 2.7% | 6,027,410 | — | — | Held |
| FER FERROVIAL NV | $812.7M | 1.9% | 19,333,428 | +238,184 | +1.2% | Added |
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.