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Latest 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$34.4B
sum of reported positions
Reported positions
24
Changes vs prior quarter
4
2 new · 0 exited
Filings on record
2
Q2 2026, Q1 2026
| Company | Shares | Value | Weight |
|---|---|---|---|
| 14.7M | $7.35B | 21.4% | |
| 6.35M | $6.77B | 19.7% | |
CANADIAN NATL RY CO | 51.8M | $6.18B | 18.0% |
| 26.7M | $5.96B | 17.3% | |
| 3.56M | $2.26B | 6.6% | |
| 5.22M | $1.45B | 4.2% | |
| 8.39M | $950M | 2.8% | |
| 2.38M | $747M | 2.2% | |
COCA-COLA FEMSA SAB DE CV | 6.21M | $660M | 1.9% |
| 1M | $353M | 1.0% | |
WASTE CONNECTIONS INC | 2.04M | $340M | 1.0% |
MADISON SQUARE GRDN SPRT COR | 592K | $238M | 0.7% |
| 1.19M | $180M | 0.5% | |
COUPANG INC | 9.25M | $161M | 0.5% |
| 445K | $160M | 0.5% | |
ANHEUSER BUSCH INBEV SA NV | 1.7M | $140M | 0.4% |
| 1M | $120M | 0.3% | |
SCHRODINGER INC | 6.98M | $113M | 0.3% |
| 335K | $90.5M | 0.3% | |
| 373K | $71M | 0.2% | |
| 2.47M | $58.4M | 0.2% | |
| 2.09M | $51.8M | 0.2% | |
ON HLDG AG | 500K | $17.7M | 0.1% |
| 124K | $11M | 0.0% |
Berkshire Hathaway (BRK.B)
17M → 14.7M shares (-14%)
Waste Management (WM)
27.6M → 26.7M shares (-3%)
Home Depot (HD)
1M shares
FedEx Freight (FDXF)
1.19M shares
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
Images from Wikimedia Commons: Bill Gates by Bogdan Hoyaux / European Union (CC BY 4.0); logo by Unknown authorUnknown author (Public domain).