~~16% since 2004
Portfolio value
$13.7B
Positions
11
Top 5 concentration
78%
New buys this quarter
1
| Stock | Move | % of portfolio | Value |
|---|---|---|---|
| $BN BROOKFIELD CORP | Held | 17.6% | $2.4B |
| $AMZN AMAZON COM INC | Added | 17.4% | $2.4B |
| $UBER UBER TECHNOLOGIES INC | Held | 15.7% | $2.2B |
| $MSFT MICROSOFT CORP | New buy | 15.3% | $2.1B |
| $QSR RESTAURANT BRANDS INTL INC | Held | 12.2% | $1.7B |
| $META META PLATFORMS INC | Held | 11.1% | $1.5B |
| $HHH HOWARD HUGHES HOLDINGS INC | Held | 8.7% | $1.2B |
| $SEG SEAPORT ENTMT GROUP INC | Held | 0.8% | $108M |
| $GOOG ALPHABET INC | Trimmed | 0.7% | $89M |
| $HTZ HERTZ GLOBAL HLDGS INC | Held | 0.5% | $70M |
| $GOOGL ALPHABET INC | Trimmed | 0.1% | $9M |
Notable sell-outs this quarter: $HLT
Source: SEC 13F via FMP · Mar 2026 report · 45-day filing delay. Long equity positions only. Not financial advice.