AAPPLE INCCUSIP 037833100
22.31%280M$57.4BNEW+280M shares
—Estimate pending for this holding
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AAMERICAN EXPRESS COCUSIP 025816109
18.78%152M$48.4BNEW+152M shares
—Estimate pending for this holding
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BBK OF AMERICA CORPCUSIP 060505104
11.12%605M$28.6BNEW+605M shares
—Estimate pending for this holding
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CCOCA COLA COCUSIP 191216100
10.99%400M$28.3BNEW+400M shares
—Estimate pending for this holding
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CChevron Corp NewCUSIP 166764100
6.79%122M$17.5BNEW+122M shares
—Estimate pending for this holding
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MMOODYS CORPCUSIP 615369105
4.81%24.67M$12.4BNEW+24.67M shares
—Estimate pending for this holding
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OOCCIDENTAL PETE CORPCUSIP 674599105
4.32%265M$11.1BNEW+265M shares
—Estimate pending for this holding
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KKRAFT HEINZ COCUSIP 500754106
3.26%326M$8.4BNEW+326M shares
—Estimate pending for this holding
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CCHUBB LIMITEDCUSIP H1467J104
3.04%27.03M$7.8BNEW+27.03M shares
—Estimate pending for this holding
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DDAVITA INCCUSIP 23918K108
1.87%33.80M$4.8BNEW+33.80M shares
—Estimate pending for this holding
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VVERISIGN INCCUSIP 92343E102
1.49%13.29M$3.8BNEW+13.29M shares
—Estimate pending for this holding
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KKROGER COCUSIP 501044101
1.39%50M$3.6BNEW+50M shares
—Estimate pending for this holding
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VVISA INCCUSIP 92826C839
1.14%8.30M$2.9BNEW+8.30M shares
—Estimate pending for this holding
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SSIRIUS XM HOLDINGS INCCUSIP 829933100
1.07%120M$2.8BNEW+120M shares
—Estimate pending for this holding
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MMASTERCARD INCORPORATEDCUSIP 57636Q104
0.87%3.99M$2.2BNEW+3.99M shares
—Estimate pending for this holding
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0.85%10M$2.2BNEW+10M shares
—Estimate pending for this holding
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CCONSTELLATION BRANDS INCCUSIP 21036P108
0.85%13.40M$2.2BNEW+13.40M shares
—Estimate pending for this holding
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UUNITEDHEALTH GROUP INCCUSIP 91324P102
0.61%5.04M$1.6BNEW+5.04M shares
—Estimate pending for this holding
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CCAPITAL ONE FINL CORPCUSIP 14040H105
0.59%7.15M$1.5BNEW+7.15M shares
—Estimate pending for this holding
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AAON PLCCUSIP G0403H108
0.57%4.10M$1.5BNEW+4.10M shares
—Estimate pending for this holding
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DDOMINOS PIZZA INCCUSIP 25754A201
0.46%2.63M$1.2BNEW+2.63M shares
—Estimate pending for this holding
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AALLY FINL INCCUSIP 02005N100
0.44%29M$1.1BNEW+29M shares
—Estimate pending for this holding
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PPOOL CORPCUSIP 73278L105
0.39%3.46M$1BNEW+3.46M shares
—Estimate pending for this holding
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LLIBERTY MEDIA CORP DELCUSIP 531229722
0.34%10.92M$886MNEW+10.92M shares
—Estimate pending for this holding
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NNUCOR CORPCUSIP 670346105
0.33%6.61M$857M↑ +14.9%+858K shares
—Estimate pending for this holding
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LLENNAR CORPCUSIP 526057104
0.30%7.05M$780M↑ +265.2%+5.12M shares
—Estimate pending for this holding
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LLOUISIANA PAC CORPCUSIP 546347105
0.19%5.66M$487MNEW+5.66M shares
—Estimate pending for this holding
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CCHARTER COMMUNICATIONS INC NCUSIP 16119P108
0.17%1.06M$434MNEW+1.06M shares
—Estimate pending for this holding
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LLIBERTY MEDIA CORP DELCUSIP 531229748
0.15%4.99M$396MNEW+4.99M shares
—Estimate pending for this holding
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HHEICO CORP NEWCUSIP 422806208
0.13%1.29M$335MNEW+1.29M shares
—Estimate pending for this holding
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LLiberty Media Corp DelCUSIP 531229854
0.12%3.02M$315MNEW+3.02M shares
—Estimate pending for this holding
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DD R HORTON INCCUSIP 23331A109
0.07%1.49M$191M↓ -1.8%−27.02K shares
—Estimate pending for this holding
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LLAMAR ADVERTISING CO NEWCUSIP 512816109
0.06%1.17M$142MNEW+1.17M shares
—Estimate pending for this holding
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AALLEGION PLCCUSIP G0176J109
0.04%780K$112MNEW+780K shares
—Estimate pending for this holding
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NNVR INCCUSIP 62944T105
0.03%11.11K$82.1MNEW+11.11K shares
—Estimate pending for this holding
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JJEFFERIES FINL GROUP INCCUSIP 47233W109
0.01%434K$23.7MNEW+434K shares
—Estimate pending for this holding
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DDIAGEO P L CCUSIP 25243Q205
0.01%228K$23MNEW+228K shares
—Estimate pending for this holding
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LLENNAR CORPCUSIP 526057302
0.01%181K$19M↑ +89469.3%+181K shares
—Estimate pending for this holding
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LLIBERTY LATIN AMERICA LTDCUSIP G9001E102
0.01%2.63M$16MNEW+2.63M shares
—Estimate pending for this holding
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AATLANTA BRAVES HLDGS INCCUSIP 047726302
0.00%224K$10.5MNEW+224K shares
—Estimate pending for this holding
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LLIBERTY LATIN AMERICA LTDCUSIP G9001E128
0.00%1.28M$8MNEW+1.28M shares
—Estimate pending for this holding
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