EAGLE CAPITAL MANAGEMENT LLC
| AERCAP HOLDINGS NVSHS · N00985106 · SH | 645,370Prior March 31, 2026: 7,315,306 shares | $94,082,008 | 0.29% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Alcoa CorpCOM · 013872106 · SH | 11,879,807Prior March 31, 2026: 14,097,362 shares | $619,413,127 | 1.89% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ALPHABET INCCAP STK CL A · 02079K305 · SH | 838,532Prior March 31, 2026: 958,264 shares | $299,666,181 | 0.92% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ALPHABET INCCAP STK CL C · 02079K107 · SH | 4,033,340Prior March 31, 2026: 4,596,553 shares | $1,425,100,067 | 4.35% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| AMAZON COM INCCOM · 023135106 · SH | 11,369,869Prior March 31, 2026: 11,753,916 shares | $2,709,894,658 | 8.28% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| AON PLCSHS CL A · G0403H108 · SH | 44,973Prior March 31, 2026: 463,350 shares | $14,917,031 | 0.05% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ASML HLDG NVN Y REGISTRY SHS · N07059210 · SH | 373,914Prior March 31, 2026: 433,446 shares | $743,880,300 | 2.27% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| BERKLEY W R CORPCOM · 084423102 · SH | 123,547Prior March 31, 2026: 123,547 shares | $8,713,770 | 0.03% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| BERKSHIRE HATHAWAY INC DELCL B NEW · 084670702 · SH | 33,220Prior March 31, 2026: 50,820 shares | $16,622,956 | 0.05% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| CAPITAL ONE FINL CORPCOM · 14040H105 · SH | 6,397,170Prior March 31, 2026: 6,566,595 shares | $1,283,400,197 | 3.92% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| CHARTER COMMUNICATIONS INCCL A · 16119P108 · SH | 1,739,813Prior March 31, 2026: 149,460 shares | $247,418,756 | 0.76% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Citigroup IncCOM NEW · 172967424 · SH | 41,076Prior March 31, 2026: 41,076 shares | $5,748,997 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| COMCAST CORP NEWCL A · 20030N101 · SH | 268,122Prior March 31, 2026: 37,575,087 shares | $6,582,407 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| CONOCOPHILLIPSCOM · 20825C104 · SH | 17,477,615Prior March 31, 2026: 18,910,677 shares | $1,816,972,855 | 5.55% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Danaher Corp DelCOM · 235851102 · SH | 9,361,490Prior March 31, 2026: 6,575,159 shares | $1,783,176,557 | 5.45% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Echostar CorpCL A · 278768106 · SH | 24,887Prior March 31, 2026: 24,887 shares | $2,526,030 | 0.01% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ECOLAB INCCOM · 278865100 · SH | 22,436Prior March 31, 2026: 22,436 shares | $6,250,894 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ELEVANCE HEALTH INC FORMERLYCOM · 036752103 · SH | 1,491,409Prior March 31, 2026: 1,548,610 shares | $576,772,638 | 1.76% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Eqt CorpCOM · 26884L109 · SH | 15,356,952Prior March 31, 2026: 3,659,954 shares | $816,529,156 | 2.49% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| GALLAGHER ARTHUR J & COCOM · 363576109 · SH | 4,890,612Prior March 31, 2026: 2,665,572 shares | $1,122,737,692 | 3.43% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| GE AEROSPACECOM NEW · 369604301 · SH | 33,816Prior March 31, 2026: 40,898 shares | $12,638,054 | 0.04% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK · 36266G107 · SH | 10,970Prior March 31, 2026: 12,056 shares | $702,190 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| GE VERNOVA INCCOM · 36828A101 · SH | 19,116Prior March 31, 2026: 24,401 shares | $22,458,624 | 0.07% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Goldman Sachs Group IncCOM · 38141G104 · SH | 418Prior March 31, 2026: 6,989 shares | $422,753 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| HILTON WORLDWIDE HLDGS INCCOM · 43300A203 · SH | 24,591Prior March 31, 2026: 37,447 shares | $8,126,342 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| HUMANA INCCOM · 444859102 · SH | 3,846,762Prior March 31, 2026: 2,967,074 shares | $1,528,010,749 | 4.67% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| INTERNATIONAL BUSINESS MACHSCOM · 459200101 · SH | 2,700Prior March 31, 2026: 2,700 shares | $759,267 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| INTUITCOM · 461202103 · SH | 2,973,884Prior March 31, 2026: 2,321,165 shares | $776,183,703 | 2.37% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ISHARES TRRUS 1000 VAL ETF · 464287598 · SH | 26,571Prior March 31, 2026: 7,759 shares | $6,441,682 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| JPMORGAN CHASE & COCOM · 46625H100 · SH | 1,109Prior March 31, 2026: 1,109 shares | $363,009 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| LAUDER ESTEE COS INCCL A · 518439104 · SH | 9,010,180Prior March 31, 2026: 7,932,601 shares | $711,353,742 | 2.17% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Lennar CorpCL A · 526057104 · SH | 10,686,983Prior March 31, 2026: 10,880,455 shares | $967,065,071 | 2.95% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| LIBERTY BROADBAND CORPCOM SER A · 530307107 · SH | 267,693Prior March 31, 2026: 270,782 shares | $8,908,823 | 0.03% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| LIBERTY BROADBAND CORPCOM SER C · 530307305 · SH | 6,584,398Prior March 31, 2026: 6,699,546 shares | $218,997,069 | 0.67% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Lyondellbasell Industries NvSHS - A - · N53745100 · SH | Absent this quarter | — | — | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | See history for the prior filing |
| MARRIOTT INTL INC NEWCL A · 571903202 · SH | 16,091Prior March 31, 2026: 18,811 shares | $5,963,164 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| MARTIN MARIETTA MATLS INCCOM · 573284106 · SH | Absent this quarter | — | — | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | See history for the prior filing |
| MASTERCARD INCORPORATEDCL A · 57636Q104 · SH | 2,682,370Prior March 31, 2026: 624,540 shares | $1,377,665,239 | 4.21% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| MERCADOLIBRE INCCOM · 58733R102 · SH | 1,406,953Prior March 31, 2026: 785,937 shares | $2,388,148,492 | 7.29% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| META PLATFORMS INCCL A · 30303M102 · SH | 1,289,767Prior March 31, 2026: 1,315,597 shares | $726,512,951 | 2.22% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| MICROSOFT CORPCOM · 594918104 · SH | 3,717,490Prior March 31, 2026: 4,005,305 shares | $1,386,698,004 | 4.23% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| MORGAN STANLEYCOM NEW · 617446448 · SH | 76,500Prior March 31, 2026: 79,588 shares | $15,991,560 | 0.05% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| NETFLIX INC.COM · 64110L106 · SH | 60,230Prior March 31, 2026: 5,350,422 shares | $4,300,441 | 0.01% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| ORACLE CORPCOM · 68389X105 · SH | 20,000Prior March 31, 2026: 20,000 shares | $2,931,000 | 0.01% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| PTC INCCOM · 69370C100 · SH | 10,626Prior March 31, 2026: 731,625 shares | $1,207,220 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| PULTE GROUP INCCOM · 745867101 · SH | Absent this quarter | — | — | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | See history for the prior filing |
| S&P GLOBAL INCCOM · 78409V104 · SH | 4,067,628Prior March 31, 2026: 1,425,311 shares | $1,656,582,354 | 5.06% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| SAP SESPON ADR · 803054204 · SH | 8,640,615Prior March 31, 2026: 7,848,603 shares | $1,331,605,148 | 4.07% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| SHELL PLCSPON ADS · 780259305 · SH | 131,024Prior March 31, 2026: 5,308,706 shares | $10,159,601 | 0.03% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| SPDR S&P 500 ETF TRTR UNIT · 78462F103 · SH | 65,042Prior March 31, 2026: 28,285 shares | $48,571,436 | 0.15% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| SPDR SERIES TRUSTSTATE STREET SPD · 78468R663 · SH | Absent this quarter | — | — | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | See history for the prior filing |
| SPDR SERIES TRUSTST STR BLO 1 ETF · 78468R663 · SH | 63,163 | $5,788,257 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS · 874039100 · SH | 4,423,550Prior March 31, 2026: 4,878,275 shares | $2,112,554,949 | 6.45% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| TRAVELERS COMPANIES INCCOM · 89417E109 · SH | 6,900Prior March 31, 2026: 6,900 shares | $2,277,828 | 0.01% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| UNITEDHEALTH GROUP INCCOM · 91324P102 · SH | 5,773,026Prior March 31, 2026: 5,859,325 shares | $2,399,442,912 | 7.33% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| VANGUARD INDEX FDSS&P 500 ETF SHS · 922908363 · SH | 1,708Prior March 31, 2026: 762 shares | $1,173,258 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| VISA INCCOM CL A · 92826C839 · SH | 1,160Prior March 31, 2026: 3,671 shares | $397,984 | 0.00% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| VULCAN MATLS COCOM · 929160109 · SH | Absent this quarter | — | — | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | See history for the prior filing |
| Wells Fargo Co NewCOM · 949746101 · SH | 68,144Prior March 31, 2026: 86,972 shares | $5,631,420 | 0.02% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| Woodward IncCOM · 980745103 · SH | 35,547Prior March 31, 2026: 2,464,338 shares | $15,122,923 | 0.05% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
| WORKDAY INCCL A · 98138H101 · SH | 11,323,681Prior March 31, 2026: 8,707,006 shares | $1,386,245,000 | 4.23% | Withheld — Comparison unavailable: Comparable change withheld pending corporate-action review | Aug. 14, 2026 |
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Comparison notes
Comparable change withheld pending corporate-action review.
Schedule 13G disclosures
No verified related disclosures are included in this freeze.
About reported holdings
13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.