Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 21.35% | Reduced | $7.35B | 14,689,844 | -2,358,460 | Financials |
| 2 |  CAT CATERPILLAR INC | 19.65% | - | $6.77B | 6,353,614 | - | Industrials |
| 3 |  CNI CANADIAN NATL RY CO | 17.95% | - | $6.18B | 51,826,786 | - | Industrials |
| 4 |  WM WASTE MGMT INC DEL | 17.30% | Reduced | $5.96B | 26,720,744 | -921,600 | Industrials |
| 5 |  DE DEERE & CO | 6.56% | - | $2.26B | 3,557,378 | - | Industrials |
| 6 |  ECL ECOLAB INC | 4.22% | - | $1.45B | 5,218,044 | - | Materials |
| 7 |  WMT WALMART INC | 2.76% | - | $950M | 8,390,477 | - | Consumer Staples |
| 8 |  FDX FEDEX CORP | 2.17% | - | $747M | 2,384,362 | - | Industrials |
| 9 |  KOF COCA-COLA FEMSA SAB DE CV | 1.92% | - | $660M | 6,214,719 | - | Consumer Staples |
| 10 |  HD HOME DEPOT INC | 1.02% | New | $353M | 1,000,000 | +1,000,000 | Consumer Discretionary |
Portfolio Changes
Buy Positions
New Buy
- HDHOME DEPOT INC
Current 1.02%
+1,000,000Shares
- FDXFFEDEX FGHT HLDG CO INC
Current 0.52%
+1,192,181Shares
Additional Buy
Sell Positions
Full Exit
Partial Exit
- BRK-BBERKSHIRE HATHAWAY INC DEL
-13.83%
-2,358,460Shares
- WMWASTE MGMT INC DEL
-3.33%
-921,600Shares
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