유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: HD, FDXF
이번 분기 판 종목: BRK-B, WM
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.3% | $74억 |
| CAT | CATERPILLAR INC | 19.7% | $68억 |
| CNI | CANADIAN NATL RY CO | 17.9% | $62억 |
| WM | WASTE MGMT INC DEL | 17.3% | $60억 |
| DE | DEERE & CO | 6.6% | $23억 |
| ECL | ECOLAB INC | 4.2% | $15억 |
| WMT | WALMART INC | 2.8% | $10억 |
| FDX | FEDEX CORP | 2.2% | $7억 |
| KOF | COCA-COLA FEMSA SAB DE CV | 1.9% | $7억 |
| HD | HOME DEPOT INC | 1.0% | $4억 |
| WCN | WASTE CONNECTIONS INC | 1.0% | $3억 |
| MSGS | MADISON SQUARE GRDN SPRT COR | 0.7% | $2억 |
| FDXF | FEDEX FGHT HLDG CO INC | 0.5% | $2억 |
| CPNG | COUPANG INC | 0.5% | $2억 |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.5% | $2억 |
| BUD | ANHEUSER BUSCH INBEV SA NV | 0.4% | $1억 |
| PCAR | PACCAR INC | 0.4% | $1억 |
| SDGR | SCHRODINGER INC | 0.3% | $1억 |
| MCD | MCDONALDS CORP | 0.3% | $9,053만 |
| DHR | DANAHER CORP DEL | 0.2% | $7,105만 |