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Coleford Investment Management Ltd.

Q4 2024 · 13F-HR

Coleford Investment Management Ltd.holdings as filed

Filed 2025-02-13 · accession 0001062993-25-002335

$378.9M
Reported value
20
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
931142103WMTWALMART INC$32.5M8.57%359,285CommonSOLE
02079K305GOOGLALPHABET INC$32.0M8.45%169,235CommonSOLE
594918104MSFTMICROSOFT CORP$31.6M8.33%74,883CommonSOLE
025816109AXPAMERICAN EXPRESS CO$27.8M7.33%93,613CommonSOLE
68389X105ORCLORACLE CORP$24.9M6.56%149,194CommonSOLE
780087102RYROYAL BK CDA$24.7M6.53%205,568CommonSOLE
92826C839VVISA INC$23.7M6.24%74,835CommonSOLE
075887109BDXBECTON DICKINSON & CO$21.0M5.54%92,493CommonSOLE
037833100AAPLAPPLE INC$20.0M5.28%79,935CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$19.3M5.09%42,576CommonSOLE
136375102CNICANADIAN NATL RY CO$15.5M4.10%153,354CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$15.4M4.07%43,855CommonSOLE
713448108PEPPEPSICO INC$14.7M3.87%95,640CommonSOLE
20030N101CMCSACOMCAST CORP NEW$14.1M3.73%376,399CommonSOLE
66987V109NVSNOVARTIS AG$13.8M3.65%142,062CommonSOLE
891160509TDTORONTO DOMINION BK ONT$13.5M3.56%253,707CommonSOLE
87807B107TRPTC ENERGY CORP$13.4M3.54%284,760CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$11.5M3.04%214,903CommonSOLE
25243Q205DEODIAGEO PLC$9.1M2.41%71,934CommonSOLE
02079K107GOOGALPHABET INC$399,9240.11%2,100CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.