BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,212 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $662.8M | 5.9% | $201.42 | +73.91% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 4.6M | $600.1M | 5.3% | $95.40 | +37.18% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $539.1M | 4.8% | $243.29 | +26.82% | 19 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 1.3M | $474M | 4.2% | $339.28 | +6.66% | 3 qtrssince 2023-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $452.1M | 4.0% | $267.97 | +45.63% | 19 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3.7M | $390.9M | 3.5% | $51.46 | +100.08% | 19 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1.7M | $387.7M | 3.4% | $83.39 | +166.28% | 19 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 2.1M | $370.6M | 3.3% | $94.19 | +77.28% | 19 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 752,371 | $345.1M | 3.0% | $20.38 | +120.00% | 19 qtrssince 2019-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 2.2M | $338.3M | 3.0% | $104.22 | +41.49% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 4.2M | $326.7M | 2.9% | $55.62 | +37.62% | 18 qtrssince 2019-Q2 | Decreased 0 |
PROGRESSIVE CORP | 2.3M | $325.6M | 2.9% | $71.41 | +78.48% | 19 qtrssince 2019-Q1 | Increased 53 |
COSTCO WHOLESALE CORP | 575,199 | $325M | 2.9% | $260.82 | +108.17% | 19 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 573,034 | $290.1M | 2.6% | $441.99 | +13.73% | 19 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 88,884 | $274.1M | 2.4% | $76.16 | +58.61% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.1M | $267.2M | 2.4% | $110.03 | +15.53% | 19 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.5M | $241.7M | 2.1% | $104.11 | -12.60% | 19 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 5.6M | $239.8M | 2.1% | $31.43 | +37.10% | 19 qtrssince 2019-Q1 | Increased 80 |
NIKE INC -CL B | 2.4M | $227.5M | 2.0% | $81.72 | +12.02% | 19 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 607,426 | $222M | 2.0% | $317.63 | +6.24% | 19 qtrssince 2019-Q1 | Decreased 0 |
BROWN BROTHERS HARRIMAN & CO manages $11.3B across 1212 positions as of Q3 2023. Top holdings: BRK/B (5.9%), GOOG (5.3%), MSFT (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 122 new positions, 127 exits, 285 increased. Top move: CPRT (INCREASED, conviction 80). Portfolio: $11.3B across 1212 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR