DaVita Inc. (NYSE: DVA)
Goldman Sachs Group Inc. (NYSE: GS)
Graham Holdings Co. (NYSE: GHC)
Johnson & Johnson (NYSE: JNJ)
Liberty Media Corp. (NASDAQ: LMCA)
Liberty Global PLC (NASDAQ: LBTYA)
M&T Bank Corp. (NYSE: MTB)
Mastercard Inc. (NYSE: MA)
Mondelez International Inc. (NASDAQ: MDLZ)
Moody’s Corp. (NYSE: MCO)
24/7 Wall St.Phillips 66 Co. (NYSE: PSX)
Procter & Gamble Co. (NYSE: PG)
Restaurant Brands International Inc. (NYSE: QSR)
Sanofi (NYSE: SNY), a slightly smaller stake, but not enough to make mention of
Sirius XM Holdings Inc. (NASDAQ: SIRI)
Store Capital Corp. (NYSE: STOR)
Synchrony Financial (NYSE: SYF)
Torchmark Corp. (NYSE: TMK)
United Parcel Service Inc. (NYSE: UPS)
U.S. Bancorp (NYSE: USB)
USG Corp. (NYSE: USG)
Verisign Inc. (NASDAQ: VRSN)
Verizon Communications Inc. (NYSE: VZ), a tiny leftover stake
Verisk Analytics Inc. (NASDAQ: VRSK)
Visa Inc. (NYSE: V)
Walmart Inc. (NYSE: WMT)
