Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
BRK/B Berkshire Hathaway Inc	19.4M	$9.8B	27.6%	—	—	—	29 qtrs	Decreased 0
WM Waste Management Inc	28.9M	$6.4B	18.0%	—	$113.94	+94.95%	29 qtrs	Unchanged 0
CNI CANADIAN NATL RY CO	51.8M	$5.1B	14.5%	—	$95.91	+3.54%	29 qtrs	Unchanged 0
MSFT Microsoft Corp	7.7M	$3.7B	10.5%	—	$232.38	+109.78%	18 qtrs	Decreased 0
CAT Caterpillar Inc	6.4M	$3.6B	10.3%	—	$107.57	+435.50%	29 qtrs	Unchanged 0
DE Deere & Co	3.6M	$1.7B	4.7%	—	$327.29	+43.09%	18 qtrs	Unchanged 0
ECL Ecolab Inc	5.2M	$1.4B	3.9%	—	$135.19	+95.63%	29 qtrs	Unchanged 0
WMT Walmart Inc	8.4M	$934.8M	2.6%	—	$48.64	+130.11%	29 qtrs	Unchanged 0
FDX FedEx Corp	2.4M	$688.7M	1.9%	—	$188.12	+54.72%	29 qtrs	Unchanged 0
KOF COCA-COLA FEMSA SAB DE CV	6.2M	$588.6M	1.7%	—	$46.13	+106.09%	29 qtrs	Unchanged 0
WCN WASTE CONNECTIONS INC	2M	$357.6M	1.0%	—	$134.15	+32.80%	14 qtrs	Unchanged 0
CPNG COUPANG INC C	9.2M	$218.2M	0.6%	—	$36.35	-33.62%	20 qtrs	Unchanged 0
MSGS MADISON SQUARE GRDN SPRT COR	592,406	$153.2M	0.4%	—	$161.34	+60.99%	18 qtrs	Unchanged 0
SDGR SCHRODINGER INC	7M	$124.8M	0.4%	—	$53.54	-66.75%	24 qtrs	Unchanged 0
WST West Pharmaceutical Services Inc	444,500	$122.3M	0.3%	—	$221.42	+24.93%	4 qtrs	Unchanged 0
PCAR PACCAR Inc	1M	$109.5M	0.3%	—	$92.48	+19.67%	6 qtrs	Unchanged 0
BUD ANHEUSER BUSCH INBEV SA/NV	1.7M	$109.1M	0.3%	—	$53.85	+19.98%	11 qtrs	Unchanged 0
MCD McDonald's Corp	334,900	$102.4M	0.3%	—	$283.00	+8.84%	5 qtrs	Unchanged 0
DHR Danaher Corp	373,000	$85.4M	0.2%	—	$231.78	-0.48%	13 qtrs	Unchanged 0
KHC Kraft Heinz Co/The	2.5M	$60M	0.2%	—	$28.60	-14.58%	14 qtrs	Unchanged 0
HRL Hormel Foods Corp	2.1M	$49.4M	0.1%	—	$40.50	-41.53%	13 qtrs	Unchanged 0
ONON ON HLDG AG	500,000	$23.2M	0.1%	—	$30.90	+53.56%	18 qtrs	Unchanged 0
VLTO Veralto Corp	124,333	$12.4M	0.0%	—	$81.57	+24.10%	9 qtrs	Unchanged 0

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer