New positions

Every stock our long-term investors bought for the first time last quarter.

Company	Buyers	Value
Martin Marietta MaterialsMLM	5 of 12	$3.3bn
Hewlett Packard EnterpriseHPE	3 of 10	$3.3bn
Suncor EnergySU	3 of 10	$3.2bn
United Airlines HoldingsUAL	3 of 8	$3.2bn
DanaherDHR	11 of 23	$3.2bn
IconICLR	7 of 13	$3.1bn
Imperial OilIMO	2 of 4	$3.1bn
SyscoSYY	7 of 22	$3.0bn
Markel GroupMKL	6 of 18	$2.9bn
Global PaymentsGPN	6 of 11	$2.8bn
AdobeADBE	11 of 26	$2.7bn
Carrier GlobalCARR	4 of 11	$2.7bn
Eli LillyLLY	5 of 17	$2.5bn
Omnicom GroupOMC	8 of 16	$2.5bn
Anheuser-Busch InBev SABUD	1 of 7	$2.5bn
Corebridge FinancialCRBG	4 of 7	$2.4bn
SBA CommunicationsSBAC	3 of 4	$2.4bn
Ameriprise FinancialAMP	5 of 14	$2.4bn
Motorola SolutionsMSI	3 of 13	$2.3bn
Ambev SAABEV	3 of 9	$2.3bn
State StreetSTT	1 of 14	$2.3bn
Cognizant Technology SolutionsCTSH	7 of 13	$2.2bn
Parker-HannifinPH	4 of 11	$2.2bn
US Foods HoldingUSFD	3 of 6	$2.2bn
Fair IsaacFICO	3 of 12	$2.1bn
Baker HughesBKR	3 of 6	$2.0bn
AmphenolAPH	5 of 14	$2.0bn
StrykerSYK	7 of 11	$1.9bn
ProgressivePGR	10 of 21	$1.9bn
Universal Health ServicesUHS	6 of 9	$1.9bn
CredicorpBAP	3 of 12	$1.9bn
CoupangCPNG	4 of 8	$1.8bn
TeslaTSLA	6 of 14	$1.8bn
Nebius GroupNBIS	1 of 2	$1.8bn
SolventumSOLV	6 of 16	$1.8bn
SynopsysSNPS	3 of 10	$1.7bn
CenteneCNC	3 of 15	$1.7bn
MascoMAS	7 of 11	$1.7bn
HaleonHLN	5 of 12	$1.7bn
Ferguson EnterprisesFERG	5 of 18	$1.7bn
TD SynnexSNX	3 of 10	$1.7bn
AutozoneAZO	4 of 9	$1.6bn
Interactive Brokers GroupIBKR	2 of 12	$1.6bn
SterisSTE	6 of 10	$1.6bn
EcolabECL	5 of 12	$1.6bn
AptivAPTV	7 of 10	$1.5bn
T-Mobile USTMUS	3 of 6	$1.5bn
Genuine PartsGPC	6 of 12	$1.5bn
Yum China HoldingsYUMC	2 of 7	$1.5bn
Alibaba Group HldgBABA	4 of 16	$1.4bn

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