| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COMCAST CORP NEW | 2,000,000 | 138,100,000 | 17.60% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 750,000 | 122,235,000 | 15.58% | ||
| 3 | HCA HOLDINGS INC | 1,250,000 | 92,525,000 | 11.79% | ||
| 4 | HOWARD HUGHES CORP | 725,000 | 82,723,000 | 10.54% | ||
| 5 | CHARTER COMM | 250,000 | 71,980,000 | 9.17% | ||
| 6 | DAVITA INC | 900,000 | 57,780,000 | 7.36% | ||
| 7 | THERMO FISHER SCIENTIFIC INC | 400,000 | 56,440,000 | 7.19% | ||
| 8 | SENSATA TECHNOLOGIES HLDNG PLC SHS | 1,350,000 | 52,583,000 | 6.70% | ||
| 9 | VISA INC | 500,000 | 39,010,000 | 4.97% | ||
| 10 | NIKE INC | 750,000 | 38,123,000 | 4.86% | ||
| 11 | STARBUCKS CORP | 600,000 | 33,312,000 | 4.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-008833, filed 2017.02.14).
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.
