Holdings
Scroll
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 25.80% | Reduced | $8.17B | 17,048,304 | -2,358,460 | Financial Services |
| 2 |  WM WASTE MGMT INC DEL | 20.06% | Reduced | $6.35B | 27,642,344 | -1,292,000 | Industrials |
| 3 |  CNI CANADIAN NATL RY CO | 16.82% | $5.33B | 51,826,786 | - | Transportation | |
| 4 |  CAT CATERPILLAR INC | 14.22% | $4.50B | 6,353,614 | - | Industrials | |
| 5 |  DE DEERE & CO | 6.33% | $2.00B | 3,557,378 | - | Industrials | |
| 6 |  ECL ECOLAB INC | 4.38% | $1.39B | 5,218,044 | - | Basic Materials | |
| 7 |  WMT WALMART INC | 3.29% | $1.04B | 8,390,477 | - | Consumer Defensive | |
| 8 |  FDX FEDEX CORP | 2.68% | $849M | 2,384,362 | - | Industrials | |
| 9 |  KOF COCA-COLA FEMSA SAB DE CV | 1.91% | $606M | 6,214,719 | - | Consumer Non-Durables | |
| 10 |  WCN WASTE CONNECTIONS INC | 1.05% | $331M | 2,039,175 | - | Industrial Services |
Portfolio Changes
Buy Positions
New Buy
Additional Buy
Sell Positions
Full Exit
- MSFTMICROSOFT CORP
Full Exit
0Shares
Partial Exit
- BRK-BBERKSHIRE HATHAWAY INC DEL
-12.15%
-2,358,460Shares
- WMWASTE MGMT INC DEL
-4.47%
-1,292,000Shares