Metropolis Capital Ltd — Q2 2021 13F Holdings

Name: Metropolis Capital Ltd — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001765388

Total reported value

$3.0B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	V	Visa Inc-class A Shares	Stock-Financials	13.44%	+0.11%	+33.73%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	13.05%	—	+13.30%
3	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	10.85%	-0.48%	EXIT
4	STT	State Street CORP	Stock-Financials	10.54%	-0.63%	+32.27%
5	PGR	Progressive CORP	Stock-Financials	8.70%	—	+12.03%
6	CSCO	Cisco Systems INC	Stock-Tech	7.97%	—	+39.18%
7	BKNG	Booking Holdings INC	Stock-Consumer Disc	6.87%	-7.35%	+76.24%
8	TXN	Texas Instruments INC	Stock-Tech	6.75%	-3.87%	+211.03%
9	CMCSA	Comcast Corp-class A	Stock-Comm Services	6.62%	-0.28%	+72.27%
10	ORCL	Oracle CORP	Stock-Tech	5.29%	—	+20.61%
11	QVCAUSD	Qurate Retail Inc-series A	Stock-Other	4.93%	—	+33.04%
12	NWSA	News CORP - Class A	Stock-Comm Services	2.91%	+1.61%	+58.09%
13	NWS	News CORP - Class B	Stock-Comm Services	1.60%	+0.17%	+63.17%
14	AXP	American Express Co	Stock-Financials	0.49%	—	—

Position changes disclosed by Metropolis Capital Ltd for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
2	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
3	V	Visa Inc-class A Shares	—	EXIT	Sold out
4	STT	State Street CORP	—	EXIT	Sold out
5	PGR	Progressive CORP	—	EXIT	Sold out
6	CSCO	Cisco Systems INC	—	EXIT	Sold out
7	BKNG	Booking Holdings INC	—	EXIT	Sold out
8	ORCL	Oracle CORP	—	EXIT	Sold out
9	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
10	QVCAUSD	Qurate Retail Inc-series A	—	EXIT	Sold out
11	INDS	Pacer Benchmark Industrial Real Estate SCTR ETF	—	EXIT	Sold out
12	TXN	Texas Instruments INC	—	EXIT	Sold out
13	NWSA	News CORP - Class A	—	EXIT	Sold out
14	NWS	News CORP - Class B	—	EXIT	Sold out