Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 27.59% | Reduced | $9.75B | 19,406,764 | -2,358,460 | Financial Services |
| 2 |  WM WASTE MGMT INC DEL | 17.98% | $6.36B | 28,934,344 | - | Industrials | |
| 3 |  CNI CANADIAN NATL RY CO | 14.49% | $5.12B | 51,826,786 | - | Transportation | |
| 4 |  MSFT MICROSOFT CORP | 10.52% | Reduced | $3.72B | 7,691,207 | -1,500,000 | Technology |
| 5 |  CAT CATERPILLAR INC | 10.29% | $3.64B | 6,353,614 | - | Industrials | |
| 6 |  DE DEERE & CO | 4.68% | $1.66B | 3,557,378 | - | Industrials | |
| 7 |  ECL ECOLAB INC | 3.87% | $1.37B | 5,218,044 | - | Basic Materials | |
| 8 |  WMT WALMART INC | 2.64% | $935M | 8,390,477 | - | Consumer Defensive | |
| 9 |  FDX FEDEX CORP | 1.95% | $689M | 2,384,362 | - | Industrials | |
| 10 |  KOF COCA-COLA FEMSA SAB DE CV | 1.66% | $589M | 6,214,719 | - | Consumer non-durables |
Portfolio Changes
Buy Positions
New Buy
Additional Buy
Sell Positions
Full Exit
Partial Exit
- BRK-BBERKSHIRE HATHAWAY INC DEL
-10.84%
-2,358,460Shares
- MSFTMICROSOFT CORP
-16.32%
-1,500,000Shares