#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Alphabet Inc Cl C	GOOG	3,931,197	$1.23B	13.36%
2	Berkshire Hathaway Inc Cl A	BRK-A	1,488	$1.12B	12.16%
3	Mastercard Inc Cl A	MA	1,585,999	$905.4M	9.80%
4	Compagnie Financiere Richemont	H25662182	3,502,105	$760.5M	8.23%
5	Philip Morris International In	718172109	4,697,508	$753.5M	8.16%
6	Heineken Holding NV	N39338194	9,200,276	$674.2M	7.30%
7	Berkshire Hathaway Inc Cl B	BRK-A	1,125,395	$565.7M	6.12%
8	Nestle SA Sponsored ADR	641069406	5,617,162	$554.9M	6.01%
9	Netflix Inc	NFLX	5,004,765	$469.2M	5.08%
10	Martin Marietta Materials	573284106	726,612	$452.4M	4.90%
11	Uber Technologies Inc	UBER	5,145,060	$420.4M	4.55%
12	Ashtead Group PLC	G05320109	6,111,758	$418.1M	4.53%
13	Pernod Ricard	F72027109	2,553,880	$219.3M	2.37%
14	Doordash Inc Cl A	DASH	930,467	$210.7M	2.28%
15	J.P. Morgan Chase	VYLD	528,817	$170.4M	1.84%
16	Comcast Corp New Cl A	CCZ	2,300,197	$68.8M	0.74%
17	Brown-Forman Corp Cl A	BF-B	1,668,094	$43.9M	0.48%
18	Visa Inc Cl A	V	108,818	$38.2M	0.41%
19	Exxon Mobil Corp	XOM	193,033	$23.2M	0.25%
20	Brown-Forman Corp Cl B	BF-B	708,179	$18.5M	0.20%