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First Eagle Investment Mgmt: ADD — BDX
BECTON DICKINSON & CO add (4.0% of portfolio)
First Eagle Investment Mgmt: REDUCE — META
META PLATFORMS INC reduce (3.7% of portfolio)
First Eagle Investment Mgmt: REDUCE — TSM
TAIWAN SEMICONDUCTOR MFG LTD reduce (3.2% of portfolio)
First Eagle Investment Mgmt: REDUCE — WPM
WHEATON PRECIOUS METALS CORP reduce (3.2% of portfolio)
Hillman Capital: REDUCE — GSK
GSK PLC reduce (3.5% of portfolio)
Hillman Capital: REDUCE — WBD
WARNER BROS DISCOVERY INC reduce (3.9% of portfolio)
Hillman Capital: REDUCE — ASML
ASML HOLDING N V reduce (3.7% of portfolio)
Hillman Capital: REDUCE — EL
LAUDER ESTEE COS INC reduce (3.6% of portfolio)
Hillman Capital: REDUCE — CVS
CVS HEALTH CORP reduce (3.6% of portfolio)
William Von Mueffling: REDUCE — AVGO
BROADCOM INC reduce (8.6% of portfolio)
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William Von Mueffling: ADD — GOOGL
ALPHABET INC add (7.1% of portfolio)
William Von Mueffling: ADD — SPGI
S&P GLOBAL INC add (5.0% of portfolio)
William Von Mueffling: ADD — TSM
TAIWAN SEMICONDUCTOR MFG LTD add (4.7% of portfolio)
William Von Mueffling: ADD — IBKR
INTERACTIVE BROKERS GROUP IN add (4.4% of portfolio)
Chase Coleman: REDUCE — MSFT
MICROSOFT CORP reduce (8.9% of portfolio)
Chase Coleman: REDUCE — AMZN
AMAZON COM INC reduce (7.8% of portfolio)
Chase Coleman: REDUCE — NVDA
NVIDIA CORPORATION reduce (6.9% of portfolio)
Chase Coleman: REDUCE — SE
SEA LTD reduce (6.6% of portfolio)
Chase Coleman: REDUCE — META
META PLATFORMS INC reduce (6.1% of portfolio)
Bill & Melinda Gates Foundation: REDUCE — BRKB
BERKSHIRE HATHAWAY INC DEL reduce (27.6% of portfolio)
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Bill & Melinda Gates Foundation: REDUCE — MSFT
MICROSOFT CORP reduce (10.5% of portfolio)
Sarah Ketterer: ADD — CCL
CARNIVAL CORP add (14.3% of portfolio)
Sarah Ketterer: REDUCE — CP
CANADIAN PACIFIC KANSAS CITY LTD reduce (12.8% of portfolio)
Sarah Ketterer: ADD — SW
SMURFIT WESTROCK PLC add (10.2% of portfolio)
Sarah Ketterer: REDUCE — DB
DEUTSCHE BANK AG reduce (7.6% of portfolio)
Sarah Ketterer: REDUCE — B
BARRICK MINING CORP reduce (3.6% of portfolio)
Bill Miller: REDUCE — NBR
NABORS INDUSTRIES LTD reduce (11.5% of portfolio)
Bill Miller: REDUCE — LNC
LINCOLN NATL CORP IND reduce (7.9% of portfolio)
Bill Miller: ADD — GTN
GRAY MEDIA INC add (6.8% of portfolio)
Bill Miller: ADD — GCI
USA TODAY CO INC add (6.2% of portfolio)
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