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| #N/A | ATVI | 52,717,075 | 6.7% | #N/A | ||
| #N/A | ALLY | 29,800,000 | 9.9% | #N/A | ||
| Amazon.com, Inc. | AMZN | 10,666,000 | 0.1% | $105.45 | $1,124,729,700 | #N/A |
| American Express Company | AXP | 151,610,700 | 20.4% | $161.34 | $24,460,870,338 | #N/A |
| #N/A | AON | 4,396,000 | 2.1% | #N/A | ||
| #N/A | AAPL | 915,560,382 | 5.8% | #N/A | ||
| #N/A | BAC | 1,032,852,006 | 12.9% | #N/A | ||
| #N/A | BK | 25,069,867 | 3.2% | #N/A | ||
| BYD Co. Ltd | BYDDF | 119,730,142 | 10.9% | #N/A | ||
| #N/A | CE | 9,710,183 | 8.8% | #N/A | ||
| #N/A | CHTR | 3,828,941 | 2.3% | #N/A | ||
| #N/A | CVX | 167,353,771 | 8.8% | #N/A | ||
| #N/A | C | 55,244,797 | 2.8% | #N/A | ||
| #N/A | KO | 400,000,000 | 9.2% | #N/A | ||
| #N/A | DVA | 36,095,570 | 39.8% | #N/A | ||
| #N/A | DEO | 227,750 | 0.0% | #N/A | ||
| Floor & Decor Holdings Inc | FND | 4,780,000 | 4.5% | $99.34 | $474,845,200 | #N/A |
| #N/A | GM | 50,000,000 | 3.6% | #N/A | ||
| #N/A | GL | 6,353,727 | 6.6% | #N/A | ||
| #N/A | HPQ | 120,952,818 | 12.3% | #N/A | ||
| Itochu Corporation | ITOCF | 98,380,800 | 6.2% | #N/A | ||
| #N/A | JEF | 433,558 | 0.2% | #N/A | ||
| #N/A | JNJ | 327,100 | 0.0% | #N/A | ||
| #N/A | KHC | 325,634,818 | 26.5% | #N/A | ||
| #N/A | KR | 50,000,000 | 7.0% | #N/A | ||
| #N/A | LILA | 2,630,792 | 5.9% | #N/A | ||
| #N/A | LILAK | 1,284,020 | 0.7% | #N/A | ||
| #N/A | FWONK | 7,722,451 | 3.7% | #N/A | ||
| #N/A | LSXMA | 20,207,680 | 20.6% | #N/A | ||
| #N/A | LSXMK | 43,208,291 | 19.8% | #N/A | ||
| #N/A | LPX | 7,044,909 | 9.8% | #N/A | ||
| #N/A | MKL | 471,661 | 3.5% | #N/A | ||
| #N/A | MMC | 404,911 | 0.1% | #N/A | ||
| #N/A | MA | 3,986,648 | 0.4% | #N/A | ||
| #N/A | MCK | 2,855,514 | 2.1% | #N/A | ||
| #N/A | MDLZ | 578,000 | 0.0% | #N/A | ||
| #N/A | MCO | 24,669,778 | 13.4% | #N/A | ||
| #N/A | NU | 107,118,784 | 2.3% | #N/A | ||
| #N/A | OXY | 211,707,119 | 23.6% | #N/A | ||
| #N/A | PARA | 93,637,189 | 15.3% | #N/A | ||
| #N/A | PG | 315,400 | 0.0% | #N/A | ||
| #N/A | RH | 2,360,000 | 10.7% | #N/A | ||
| #N/A | SNOW | 6,125,376 | 1.9% | #N/A | ||
| #N/A | SPY | 39,400 | 0.0% | #N/A | ||
| StoneCo Ltd | STNE | 10,695,448 | 3.3% | $12.32 | $131,767,919 | #N/A |
| #N/A | TSM | 8,292,724 | 0.2% | #N/A | ||
| #N/A | TMUS | 5,242,000 | 0.4% | #N/A | ||
| #N/A | UPS | 59,400 | 0.0% | #N/A | ||
| #N/A | USB | 8,098,178 | 0.5% | #N/A | ||
| #N/A | VOO | 43,000 | 0.0% | #N/A | ||
| #N/A | VRSN | 12,815,613 | 12.3% | #N/A | ||
| #N/A | V | 8,297,460 | 0.2% | #N/A | ||
| TOTAL | #N/A |
| Symbol | Holdings | Stake | Mkt. price | Value | Pct of portfolio | |
|---|---|---|---|---|---|---|
| Activision Blizzard, Inc. | ATVI | 74,187,400 | 9.5% | $80.49 | $5,971,343,826 | 1.7% |
| Ally Financial Inc | ALLY | 8,969,420 | 2.9% | $32.58 | $292,223,704 | 0.1% |
| Amazon.com, Inc. | AMZN | 10,666,000 | 0.1% | $140.80 | $1,501,772,800 | 0.4% |
| American Express Company | AXP | 151,610,700 | 20.2% | $157.51 | $23,880,201,357 | 6.7% |
| Aon PLC | AON | 4,396,000 | 2.1% | $287.53 | $1,263,981,880 | 0.4% |
| Apple Inc | AAPL | 911,347,617 | 5.7% | $165.35 | $150,691,328,471 | 42.5% |
| Bank of America Corp | BAC | 1,032,852,006 | 12.9% | $33.96 | $35,075,654,124 | 9.9% |
| Bank of New York Mellon Corp | BK | 74,346,864 | 9.2% | $43.50 | $3,234,088,584 | 0.9% |
| BYD Co. Ltd | BYDDF | 225,000,000 | 7.7% | $36.75 | $8,268,750,000 | 2.3% |
| Celanese Corporation | CE | 7,880,998 | 7.3% | $110.85 | $873,608,628 | 0.2% |
| Charter Communications Inc | CHTR | 3,828,941 | 2.4% | $462.98 | $1,772,723,104 | 0.5% |
| Chevron Corporation | CVX | 159,178,117 | 8.1% | $153.64 | $24,456,125,896 | 6.9% |
| Citigroup Inc | C | 55,244,797 | 2.9% | $51.66 | $2,853,946,213 | 0.8% |
| Coca-Cola Co | KO | 400,000,000 | 9.2% | $63.38 | $25,352,000,000 | 7.2% |
| Davita Inc | DVA | 36,095,570 | 39.5% | $85.68 | $3,092,668,438 | 0.9% |
| Diageo plc | DEO | 227,750 | 0.0% | $188.37 | $42,901,268 | 0.0% |
| Floor & Decor Holdings Inc | FND | 4,780,000 | 4.5% | $92.92 | $444,157,600 | 0.1% |
| General Motors Company | GM | 62,045,847 | 4.3% | $36.06 | $2,237,373,243 | 0.6% |
| Globe Life Inc | GL | 6,353,727 | 6.4% | $97.88 | $621,902,799 | 0.2% |
| HP Inc | HPQ | 121,092,418 | 11.7% | $33.58 | $4,066,283,396 | 1.1% |
| Itochu Corporation | ITOCF | 81,304,200 | 5.6% | $27.37 | $2,225,295,954 | 0.6% |
| Johnson & Johnson | JNJ | 327,100 | 0.0% | $171.11 | $55,970,081 | 0.0% |
| Kraft Heinz Co | KHC | 325,634,818 | 26.6% | $37.57 | $12,234,100,112 | 3.5% |
| Kroger Co | KR | 57,985,263 | 8.1% | $47.25 | $2,739,803,677 | 0.8% |
| Liberty Latin America Ltd Class A | LILA | 2,630,792 | 5.6% | $7.24 | $19,046,934 | 0.0% |
| Liberty Latin America Ltd Class C | LILAK | 1,284,020 | 0.7% | $7.16 | $9,193,583 | 0.0% |
| Liberty Media Formula One Series C | FWONK | 7,722,451 | 3.8% | $62.89 | $485,664,943 | 0.1% |
| Liberty Sirius XM Group Series A | LSXMA | 20,207,680 | 20.4% | $41.08 | $830,131,494 | 0.2% |
| Liberty Sirius XM Group Series C | LSXMK | 43,208,291 | 19.6% | $40.96 | $1,769,811,599 | 0.5% |
| Markel Corporation | MKL | 424,343 | 3.1% | $1,167.94 | $495,607,163 | 0.1% |
| Marsh & McLennan Companies, Inc. | MMC | 404,911 | 0.1% | $165.60 | $67,053,262 | 0.0% |
| Mastercard Inc | MA | 3,986,648 | 0.4% | $357.51 | $1,425,266,526 | 0.4% |
| McKesson Corporation | MCK | 2,921,975 | 2.0% | $346.69 | $1,013,019,513 | 0.3% |
| MONDELEZ INTERNATIONAL INC Common Stock | MDLZ | 578,000 | 0.0% | $63.77 | $36,859,060 | 0.0% |
| Moody’s Corporation | MCO | 24,669,778 | 13.4% | $311.07 | $7,674,027,842 | 2.2% |
| Nu Holdings Ltd | NU | 107,118,784 | 2.3% | $4.49 | $480,963,340 | 0.1% |
| Occidental Petroleum Corporation | OXY | 181,684,791 | 19.5% | $59.01 | $10,721,219,517 | 3.0% |
| Paramount Global Class B | PARA | 68,947,760 | 11.3% | $24.26 | $1,672,672,658 | 0.5% |
| Procter & Gamble Co | PG | 315,400 | 0.0% | $144.72 | $45,644,688 | 0.0% |
| RH | RH | 2,170,000 | 8.8% | $286.87 | $622,507,900 | 0.2% |
| Royalty Pharma plc | RPRX | 1,496,372 | 0.2% | $42.45 | $63,520,991 | 0.0% |
| Snowflake Inc | SNOW | 6,125,376 | 1.9% | $165.53 | $1,013,933,489 | 0.3% |
| SPDR S&P 500 ETF Trust | SPY | 39,400 | 0.0% | $413.47 | $16,290,718 | 0.0% |
| StoneCo Ltd | STNE | 10,695,448 | 3.3% | $11.07 | $118,398,609 | 0.0% |
| Store Capital Corp (acquired) | STOR | 14,754,811 | 5.3% | $27.90 | $411,659,227 | 0.1% |
| T-Mobile Us Inc | TMUS | 5,242,000 | 0.4% | $144.56 | $757,783,520 | 0.2% |
| United Parcel Service, Inc. | UPS | 59,400 | 0.0% | $196.76 | $11,687,544 | 0.0% |
| US Bancorp | USB | 144,046,330 | 9.7% | $47.39 | $6,826,355,579 | 1.9% |
| Vanguard 500 Index Fund ETF | VOO | 43,000 | 0.0% | $379.98 | $16,339,140 | 0.0% |
| Verisign, Inc. | VRSN | 12,815,613 | 11.9% | $198.70 | $2,546,462,303 | 0.7% |
| Verizon Communications Inc. | VZ | 1,380,111 | 0.0% | $44.95 | $62,035,989 | 0.0% |
| Visa Inc | V | 8,297,460 | 0.4% | $215.87 | $1,791,172,690 | 0.5% |
| TOTAL | $354,252,534,978 | 100.0% | ||||
| Berkshire Cash as of 31 Mar 22: $106.3 billion |
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