| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS...cl a | $6,887,202 | 6.0% | 10,410,705 | 0.0% | 22.60% | -3.1% | |
| GOOG | ALPHABET INCcap stk cl c | Reduce | $5,172,088 | 19.2% | 2,952,307 | -0.0% | 16.97% | 9.0% |
| CP | CANADIAN PAC RY LTD | $3,873,604 | 14.0% | 11,172,077 | 0.0% | 12.71% | 4.3% | |
| MSFT | MICROSOFT CORP | $3,183,831 | 5.7% | 14,314,499 | 0.0% | 10.45% | -3.3% | |
| V | VISA INC | $3,074,882 | 9.4% | 14,057,890 | 0.0% | 10.09% | 0.1% | |
| CNI | CANADIAN NATL RY CO | Reduce | $2,282,520 | 3.1% | 20,773,418 | -0.1% | 7.49% | -5.7% |
| MCO | MOODYS CORP | $1,902,085 | 0.1% | 6,553,490 | 0.0% | 6.24% | -8.4% | |
| UNP | UNION PAC CORP | $1,252,764 | 5.8% | 6,016,539 | 0.0% | 4.11% | -3.2% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,083,168 | 19.6% | 618,021 | 0.0% | 3.55% | 9.4% | |
| BXP | BOSTON PROPERTIES INC | Add | $790,463 | 89.8% | 8,362,038 | 61.2% | 2.59% | 73.6% |
| SPGI | S&P GLOBAL INC | $776,557 | -8.8% | 2,362,294 | 0.0% | 2.55% | -16.6% | |
| VNO | VORNADO RLTY TRsh ben int | Reduce | $183,144 | -45.3% | 4,904,776 | -50.6% | 0.60% | -49.9% |
| AMZN | AMAZON COM INC | $9,119 | 3.4% | 2,800 | 0.0% | 0.03% | -5.4% | |
Download | ||||||||
- Portfolio
- Total value$30.5 Billion
- Holdings13
- Turnover0.0%
- Managers
- Chris Hohn
- Strategy
- Value
- High quality
- Real estate
- Filings
- EDGAR
February 16, 2021 10:19