| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOODYS CORP | 1,398,637 | 135,052,000 | 9.57% | ||
| 2 | ARCH CAPITAL GROUP LTD SHS | 1,750,044 | 124,428,000 | 8.82% | ||
| 3 | FASTENAL CO | 1,934,599 | 94,795,000 | 6.72% | ||
| 4 | GOLDMAN SACHS GROUP INC | 590,361 | 92,675,000 | 6.57% | ||
| 5 | WELLS FARGO & CO NEW | 1,893,523 | 91,571,000 | 6.49% | ||
| 6 | NVR INC | 50,097 | 86,788,000 | 6.15% | ||
| 7 | YUM BRANDS INC | 1,033,233 | 84,570,000 | 6.00% | ||
| 8 | CUMMINS INC | 711,641 | 78,238,000 | 5.55% | ||
| 9 | ALLIED WRLD ASSUR COM HLDG A | 2,057,890 | 71,903,000 | 5.10% | ||
| 10 | DEERE & CO | 918,274 | 70,698,000 | 5.01% | ||
| 11 | EXPEDITORS INTL WASH INC | 1,426,758 | 69,640,000 | 4.94% | ||
| 12 | UNION PAC CORP | 800,852 | 63,708,000 | 4.52% | ||
| 13 | MASTERCARD INCORPORATED | 656,790 | 62,067,000 | 4.40% | ||
| 14 | VISA INC | 765,728 | 58,563,000 | 4.15% | ||
| 15 | TOLL BROTHERS INC | 1,872,972 | 55,271,000 | 3.92% | ||
| 16 | US BANCORP DEL | 1,316,192 | 53,424,000 | 3.79% | ||
| 17 | ROSS STORES INC | 917,354 | 53,115,000 | 3.77% | ||
| 18 | STRAYER EDUCATION INC | 521,500 | 25,423,000 | 1.80% | ||
| 19 | WATERS CORP | 141,692 | 18,692,000 | 1.33% | ||
| 20 | LEUCADIA NATIONAL CO | 1,099,895 | 17,785,000 | 1.26% | ||
| 21 | CRIMSON WINE GROUP COM | 154,901 | 1,298,000 | 0.09% | ||
| 22 | CHIPOTLE MEXICAN GRILL INC | 1,804 | 850,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-017592, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
