Holdings
| GE GENERAL ELECTRIC | $14.63B | 27.3% | 47,510,431 | — | — | Held |
| V VISA INC-CLASS A SHARES | $9.72B | 18.1% | 27,724,233 | −333,118 | −1.2% | Reduced |
| MSFT MICROSOFT CORP | $8.12B | 15.1% | 16,781,953 | +189,749 | +1.1% | Added |
| MCO MOODY'S CORP | $6.80B | 12.7% | 13,308,479 | — | — | Held |
| SPGI S&P GLOBAL INC | $6.16B | 11.5% | 11,790,310 | +600,440 | +5.4% | Added |
| CP CANADIAN PACIFIC KANSAS CITY | $3.51B | 6.5% | 47,654,423 | −2,211,312 | −4.4% | Reduced |
| GOOG ALPHABET INC-CL C | $2.38B | 4.4% | 7,596,819 | — | — | Held |
| FER FERROVIAL NV | $1.35B | 2.5% | 20,740,214 | +1,269,548 | +6.5% | Added |
| CNI CANADIAN NATL RAILWAY CO | $974.1M | 1.8% | 9,849,934 | −8,917,840 | −47.5% | Reduced |
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.