The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 417,148,454 | 1,239,558 | SH | SOLE | 1,239,558 | 0 | 0 | ||
ALARM COM HLDGS INC | COM | 011642105 | 13,059,702 | 263,939 | SH | SOLE | 263,939 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 1,481,627,444 | 6,993,427 | SH | SOLE | 6,993,427 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5,286,515 | 17,114 | SH | SOLE | 17,114 | 0 | 0 | ||
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | 105,840,580 | 3,691,684 | SH | SOLE | 3,691,684 | 0 | 0 | ||
BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 546,358,049 | 17,366,753 | SH | SOLE | 17,366,753 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 322,170,330 | 5,291,022 | SH | SOLE | 5,291,022 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 549,571,310 | 7,111,430 | SH | SOLE | 7,111,430 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 474,624,044 | 1,788,200 | SH | SOLE | 1,788,200 | 0 | 0 | ||
DIGITALBRIDGE GROUP INC | CL A COM | 25401T603 | 54,609,417 | 4,991,720 | SH | SOLE | 4,991,720 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 4,305,292 | 30,439 | SH | SOLE | 30,439 | 0 | 0 | ||
GOOSEHEAD INS INC | COM CL A | 38267D109 | 8,367,696 | 243,672 | SH | SOLE | 243,672 | 0 | 0 | ||
KKR & CO L P DEL | COM UNITS | 48251w104 | 701,077,433 | 15,102,918 | SH | SOLE | 15,102,918 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,039,793,221 | 5,866,026 | SH | SOLE | 5,866,026 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 1,589,188,577 | 5,703,785 | SH | SOLE | 5,703,785 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 997,882,320 | 1,182,283 | SH | SOLE | 1,182,283 | 0 | 0 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 715,379,006 | 1,655,625 | SH | SOLE | 1,655,625 | 0 | 0 | ||
VERISK ANALYTICS INC | CL A | 92345Y106 | 3,347,746 | 18,976 | SH | SOLE | 18,976 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 1,022,623,391 | 4,922,138 | SH | SOLE | 4,922,138 | 0 | 0 | ||
ALPHABET INC | COM | 02079K107 | 8,873,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
MASTERCARD INCORPORATED | COM | 57636Q104 | 3,474,300 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 |