Long-term investor

Gates Foundation Trust @gatesfoundationtrust

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001166559).

Record

• Tracked since 2023-06-30 (1161 days), 39 trades recorded
• Returns: week — · month — · 90 days +11.4% · 6 months +18.7% · 1 year +20.3% · all +57.4%
• Max drawdown -5.7% · Sharpe 0.92 · win rate 4% · data quality Good
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• BRK-B · 21.4% · long · since 2023-06-30
• CAT · 19.7% · long · since 2023-06-30
• CNI · 18.0% · long · since 2023-06-30
• WM · 17.3% · long · since 2023-06-30
• DE · 6.6% · long · since 2023-06-30
• ECL · 4.2% · long · since 2023-06-30
• WMT · 2.8% · long · since 2023-06-30
• FDX · 2.2% · long · since 2023-06-30
• KOF · 1.9% · long · since 2023-06-30
• HD · 1.0% · long · since 2023-09-30
• WCN · 1.0% · long · since 2023-06-30
• MSGS · 0.7% · long · since 2023-06-30

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