| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 825,000 | 119,452,000 | 15.15% | ||
| 2 | HCA HOLDINGS INC | 1,350,000 | 103,964,000 | 13.18% | ||
| 3 | HOWARD HUGHES CORP | 900,000 | 102,888,000 | 13.05% | ||
| 4 | COMCAST CORP NEW | 1,325,000 | 86,377,000 | 10.95% | ||
| 5 | CHARTER COMM | 375,000 | 85,740,000 | 10.87% | ||
| 6 | DAVITA INC | 1,000,000 | 77,320,000 | 9.80% | ||
| 7 | SENSATA TECHNOLOGIES HLDNG PLC SHS | 2,000,000 | 69,780,000 | 8.85% | ||
| 8 | VISA INC | 750,000 | 55,628,000 | 7.05% | ||
| 9 | ALLISON TRANSMISSION HLDGS INC COM | 1,250,000 | 35,288,000 | 4.47% | ||
| 10 | AMERICAN INTL GROUP INC | 575,000 | 30,412,000 | 3.86% | ||
| 11 | JPMORGAN CHASE & CO | 350,000 | 21,749,000 | 2.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-119379, filed 2016.08.15).
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.
