AERCAP HOLDINGS NV SHS N00985106 1003513665 7315306 SH SOLE 6771357 0 543949 ALCOA CORP COM 013872106 935078008 14097362 SH SOLE 13077206 0 1020156 ALPHABET INC CAP STK CL A 02079K305 275558396 958264 SH SOLE 946528 0 11736 ALPHABET INC CAP STK CL C 02079K107 1318567169 4596553 SH SOLE 4203242 0 393311 AMAZON COM INC COM 023135106 2447988185 11753916 SH SOLE 10888677 0 865239 AON PLC SHS CL A G0403H108 149560031 463350 SH SOLE 448792 0 14558 ASML HLDG NV N Y REGISTRY SHS N07059210 572508122 433446 SH SOLE 405676 0 27770 BERKLEY W R CORP COM 084423102 8188695 123547 SH SOLE 101047 0 22500 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24352944 50820 SH SOLE 49197 0 1623 CAPITAL ONE FINL CORP COM 14040H105 1197943983 6566595 SH SOLE 6077146 0 489449 CHARTER COMMUNICATIONS INC CL A 16119P108 32265425 149460 SH SOLE 135628 0 13832 CITIGROUP INC COM NEW 172967424 4658429 41076 SH SOLE 30645 0 10431 COMCAST CORP NEW CL A 20030N101 1078780757 37575087 SH SOLE 34795205 0 2779882 CONOCOPHILLIPS COM 20825C104 2496209428 18910677 SH SOLE 17514350 0 1396327 DANAHER CORP DEL COM 235851102 1246650156 6575159 SH SOLE 6126437 0 448722 ECHOSTAR CORP CL A 278768106 2913521 24887 SH SOLE 23500 0 1387 ECOLAB INC COM 278865100 5968425 22436 SH SOLE 17300 0 5136 ELEVANCE HEALTH INC FORMERLY COM 036752103 453355469 1548610 SH SOLE 1427046 0 121564 EQT CORP COM 26884L109 232919473 3659954 SH SOLE 3333908 0 326046 GALLAGHER ARTHUR J & CO COM 363576109 577309518 2665572 SH SOLE 2444731 0 220841 GE AEROSPACE COM NEW 369604301 11605625 40898 SH SOLE 40898 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 858146 12056 SH SOLE 12056 0 0 GE VERNOVA INC COM 36828A101 21299633 24401 SH SOLE 23382 0 1019 GOLDMAN SACHS GROUP INC COM 38141G104 5912624 6989 SH SOLE 6989 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 11386884 37447 SH SOLE 36760 0 687 HUMANA INC COM 444859102 514460967 2967074 SH SOLE 2740279 0 226795 INTERNATIONAL BUSINESS MACHS COM 459200101 654453 2700 SH SOLE 2700 0 0 INTUIT COM 461202103 1003625410 2321165 SH SOLE 2147463 0 173702 ISHARES TR RUS 1000 VAL ETF 464287598 1657821 7759 SH SOLE 7759 0 0 JPMORGAN CHASE & CO COM 46625H100 326223 1109 SH SOLE 825 0 284 LAUDER ESTEE COS INC CL A 518439104 569322774 7932601 SH SOLE 7345239 0 587362 LENNAR CORP CL A 526057104 944858753 10880455 SH SOLE 10070599 0 809856 LIBERTY BROADBAND CORP COM SER C 530307305 336987140 6699546 SH SOLE 6240528 0 459018 LIBERTY BROADBAND CORP COM SER A 530307107 13598672 270782 SH SOLE 241303 0 29479 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 354061 4395 SH SOLE 4395 0 0 MARRIOTT INTL INC NEW CL A 571903202 6152514 18811 SH SOLE 14601 0 4210 MARTIN MARIETTA MATLS INC COM 573284106 276514 470 SH SOLE 470 0 0 MASTERCARD INCORPORATED CL A 57636Q104 312057545 624540 SH SOLE 576016 0 48524 MERCADOLIBRE INC COM 58733R102 1358900832 785937 SH SOLE 726805 0 59132 META PLATFORMS INC CL A 30303M102 752692236 1315597 SH SOLE 1219133 0 96464 MICROSOFT CORP COM 594918104 1482643885 4005305 SH SOLE 3712770 0 292535 MORGAN STANLEY COM NEW 617446448 13097797 79588 SH SOLE 79479 0 109 NETFLIX INC. COM 64110L106 514443039 5350422 SH SOLE 4954921 0 395501 ORACLE CORP COM 68389X105 2942200 20000 SH SOLE 20000 0 0 PTC INC COM 69370C100 104249314 731625 SH SOLE 670389 0 61236 PULTE GROUP INC COM 745867101 18177331 154556 SH SOLE 154556 0 0 S&P GLOBAL INC COM 78409V104 606241854 1425311 SH SOLE 1314881 0 110430 SAP SE SPON ADR 803054204 1343759297 7848603 SH SOLE 7321342 0 527261 SHELL PLC SPON ADS 780259305 493709684 5308706 SH SOLE 5015790 0 292916 SPDR SERIES TRUST STATE STREET SPD 78468R663 24065737 262612 SH SOLE 211275 0 51337 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 18394577 28285 SH SOLE 26770 0 1515 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1648613157 4878275 SH SOLE 4548592 0 329683 TRAVELERS COMPANIES INC COM 89417E109 2012592 6900 SH SOLE 6900 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1585474628 5859325 SH SOLE 5436833 0 422492 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 455143 762 SH SOLE 762 0 0 VISA INC COM CL A 92826C839 1109523 3671 SH SOLE 3101 0 570 VULCAN MATLS CO COM 929160109 11349736 41681 SH SOLE 39422 0 2259 WELLS FARGO & CO COM 949746101 6923841 86972 SH SOLE 73201 0 13771 WOODWARD INC COM 980745103 882035921 2464338 SH SOLE 2304973 0 159365 WORKDAY INC CL A 98138H101 1131214250 8707006 SH SOLE 8054497 0 652509