| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HCA HOLDINGS INC | 1,420,000 | 107,395,000 | 14.03% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 640,000 | 92,461,000 | 12.08% | ||
| 3 | COMCAST CORP NEW | 1,325,000 | 87,901,000 | 11.48% | ||
| 4 | HOWARD HUGHES CORP | 725,000 | 83,013,000 | 10.84% | ||
| 5 | DAVITA INC | 1,100,000 | 72,677,000 | 9.49% | ||
| 6 | SENSATA TECHNOLOGIES HLDNG PLC SHS | 1,750,000 | 67,865,000 | 8.86% | ||
| 7 | CHARTER COMM | 225,000 | 60,743,000 | 7.93% | ||
| 8 | VISA INC | 700,000 | 57,890,000 | 7.56% | ||
| 9 | AMERICAN INTL GROUP INC | 575,000 | 34,121,000 | 4.46% | ||
| 10 | NIKE INC | 500,000 | 26,325,000 | 3.44% | ||
| 11 | WELLS FARGO & CO NEW | 500,000 | 22,140,000 | 2.89% | ||
| 12 | ALLISON TRANSMISSION HLDGS INC COM | 725,000 | 20,793,000 | 2.72% | ||
| 13 | STARBUCKS CORP | 375,000 | 20,303,000 | 2.65% | ||
| 14 | THERMO FISHER SCIENTIFIC INC | 75,000 | 11,930,000 | 1.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-134288, filed 2016.11.14).
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.
