Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B BERKSHIRE HATHAWAY INC DEL | 6.70% | $800M | 1,114 | - | Finance | |
| 2 |  GOOG ALPHABET INC | 6.61% | $789M | 2,749,860 | - | Communication Services | |
| 3 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 6.15% | $734M | 1,531,971 | - | Financial Services | |
| 4 |  BN BROOKFIELD CORP | 4.43% | $529M | 13,073,609 | - | Real Estate | |
| 5 |  DE DEERE & CO | 4.14% | $495M | 877,900 | - | Industrials | |
| 6 |  AMZN AMAZON COM INC | 3.54% | $423M | 2,030,760 | - | Consumer Cyclical | |
| 7 |  ADI ANALOG DEVICES INC | 2.73% | $326M | 1,023,245 | - | Technology | |
| 8 |  AAPL APPLE INC | 2.61% | $311M | 1,227,290 | - | Electronic Technology | |
| 9 |  GS GOLDMAN SACHS GROUP INC | 2.55% | $304M | 359,360 | - | Financial Services | |
| 10 |  V VISA INC | 2.54% | Increased | $304M | 1,004,331 | +5,046 | Financial Services |
Portfolio Changes
Buy Positions
New Buy
- SUNBSUNBELT RENTALS HOLDINGS INC
Current 0.53%
+963,361Shares
- MELIMERCADOLIBRE INC
Current 0.08%
+5,450Shares
- EPDENTERPRISE PRODS PARTNERS L
Current 0.06%
+202,000Shares
- WYWEYERHAEUSER CO MTN BE
Current <0.01%
+17,500Shares
Additional Buy
- VVISA INC
+0.50%
+5,046Shares
- WSOWATSCO INC
+0.78%
+4,500Shares
- MSFTMICROSOFT CORP
+0.36%
+1,950Shares
- FNVFRANCO NEV CORP
+3.66%
+25,000Shares
- LOWLOWES COS INC
+0.54%
+4,000Shares
Sell Positions
Full Exit
- TGTTARGET CORP
Full Exit
0Shares
- CHHCHOICE HOTELS INTL INC
Full Exit
0Shares
- TRUTRANSUNION
Full Exit
0Shares
Partial Exit
- SPGIS&P GLOBAL INC
-21.90%
-33,000Shares
- UNHUNITEDHEALTH GROUP INC
-29.43%
-7,800Shares
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