# EDGAR Filing Document

**Accession Number:** 0000948669
**File Stem:** 0001172661-26-001730
**Filing Date:** 2026-5
**Character Count:** 17728
**Document Hash:** 4ff1e2158c5ee4476b861f6fe42cc208
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001730.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001172661-26-001730

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PARNASSUS INVESTMENTS, LLC
- **CENTRAL INDEX KEY:** 0000948669

**ORGANIZATION NAME:**
- **EIN:** 872269073
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05022
- **FILM NUMBER:** 26968146

**BUSINESS ADDRESS:**
- **STREET 1:** 1 MARKET STREET #1600
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94105
- **BUSINESS PHONE:** 4157780200

**MAIL ADDRESS:**
- **STREET 1:** 1 MARKET STREET #1600
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94105

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PARNASSUS INVESTMENTS /CA
- **DATE OF NAME CHANGE:** 19990326

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PARNASSUS INVESTMENTS LLC<br>**Address:** 1 Market Street #1600<br>San Francisco, CA 94105

**Form 13F File Number:** 028-05022

**CRD Number (if applicable):** 000316904

**SEC File Number (if applicable):** 801-122618

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Marc C. Mahon<br>**Title:** Chief Financial Officer<br>**Phone:** 415-778-0200

**Signature, Place, and Date of Signing:**

/s/ Marc C. Mahon  San Francisco, CA  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 135

**Form 13F Information Table Value Total:** $34147054545

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                          | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | ABN AMRO INVESTMENT SOLUTIONS | 028-25693              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 65641038 | 639340 | SH |  | SOLE |  | 639340 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 550050308 | 2703880 | SH |  | SOLE |  | 2610244 | 0 | 93636 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 66870812 | 586689 | SH |  | SOLE |  | 586689 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 49785237 | 240114 | SH |  | SOLE |  | 240114 | 0 | 0 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 |  | 16209652 | 48991 | SH |  | SOLE |  | 48991 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1853443825 | 6445416 | SH |  | SOLE |  | 6221751 | 0 | 223665 |
| AMAZON COM INC | COM | 023135106 |  | 1533823576 | 7364592 | SH |  | SOLE |  | 7096206 | 0 | 268386 |
| APPFOLIO INC | COM CL A | 03783C100 |  | 1689306 | 10704 | SH |  | SOLE |  | 7247 | 0 | 3457 |
| APPLE INC | COM | 037833100 |  | 1186406072 | 4674755 | SH |  | SOLE |  | 4491043 | 0 | 183712 |
| APPLIED MATLS INC | COM | 038222105 |  | 1019296391 | 2982230 | SH |  | SOLE |  | 2877704 | 0 | 104526 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 810395 | 7428 | SH |  | SOLE |  | 7428 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 3546429 | 2685 | SH |  | SOLE |  | 1819 | 0 | 866 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 126642456 | 642138 | SH |  | SOLE |  | 642138 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 50432483 | 210662 | SH |  | SOLE |  | 210662 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 660862657 | 195650 | SH |  | SOLE |  | 188117 | 0 | 7533 |
| BANK AMERICA CORP | COM | 060505104 |  | 721930658 | 14808834 | SH |  | SOLE |  | 14333073 | 0 | 475761 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 273718083 | 2307326 | SH |  | SOLE |  | 2307326 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 53428507 | 806103 | SH |  | SOLE |  | 806103 | 0 | 0 |
| BILL HOLDINGS INC | COM | 090043100 |  | 63664175 | 1662250 | SH |  | SOLE |  | 1662250 | 0 | 0 |
| BIO RAD LABS INC | CL A | 090572207 |  | 70887519 | 254305 | SH |  | SOLE |  | 254305 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 502239705 | 8003820 | SH |  | SOLE |  | 7711981 | 0 | 291839 |
| BROADCOM INC | COM | 11135F101 |  | 706166564 | 2281563 | SH |  | SOLE |  | 2196719 | 0 | 84844 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 42055673 | 258836 | SH |  | SOLE |  | 258836 | 0 | 0 |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | 11285B108 |  | 200377999 | 5030831 | SH |  | SOLE |  | 5030831 | 0 | 0 |
| BROWN  BROWN INC | COM | 115236101 |  | 4180809 | 64113 | SH |  | SOLE |  | 55877 | 0 | 8236 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 12293186 | 149316 | SH |  | SOLE |  | 149316 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 13298580 | 47859 | SH |  | SOLE |  | 47859 | 0 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 |  | 84623431 | 301076 | SH |  | SOLE |  | 301076 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 |  | 189901374 | 1401900 | SH |  | SOLE |  | 1401900 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 58544305 | 1828938 | SH |  | SOLE |  | 1828938 | 0 | 0 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 318108 | 976 | SH |  | SOLE |  | 976 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 112180409 | 989158 | SH |  | SOLE |  | 989158 | 0 | 0 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 26201053 | 126980 | SH |  | SOLE |  | 123718 | 0 | 3262 |
| CME GROUP INC | COM | 12572Q105 |  | 104305215 | 353158 | SH |  | SOLE |  | 353158 | 0 | 0 |
| CMS ENERGY CORP | COM | 125896100 |  | 151530265 | 1953213 | SH |  | SOLE |  | 1953213 | 0 | 0 |
| CNH INDL N V | SHS | N20944109 |  | 31516837 | 2865167 | SH |  | SOLE |  | 2865167 | 0 | 0 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 311814 | 3439 | SH |  | SOLE |  | 3439 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 673092451 | 675504 | SH |  | SOLE |  | 649128 | 0 | 26376 |
| CRH PLC | ORD | G25508105 |  | 333125 | 3169 | SH |  | SOLE |  | 3169 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 152621209 | 283672 | SH |  | SOLE |  | 283672 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 46795862 | 341028 | SH |  | SOLE |  | 341028 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 753627579 | 3974829 | SH |  | SOLE |  | 3824096 | 0 | 150733 |
| DATADOG INC | CL A COM | 23804L103 |  | 15762980 | 133528 | SH |  | SOLE |  | 133528 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 1063762759 | 1888448 | SH |  | SOLE |  | 1823815 | 0 | 64633 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 56943138 | 287171 | SH |  | SOLE |  | 287171 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 14645781 | 97541 | SH |  | SOLE |  | 94539 | 0 | 3002 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 79693374 | 995172 | SH |  | SOLE |  | 986860 | 0 | 8312 |
| ELI LILLY  CO | COM | 532457108 |  | 860409884 | 935462 | SH |  | SOLE |  | 898606 | 0 | 36856 |
| FEDEX CORP | COM | 31428X106 |  | 104350767 | 292972 | SH |  | SOLE |  | 292972 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 608612428 | 2609159 | SH |  | SOLE |  | 2517879 | 0 | 91280 |
| GE VERNOVA INC | COM | 36828A101 |  | 4649938 | 5327 | SH |  | SOLE |  | 3607 | 0 | 1720 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 22036619 | 147343 | SH |  | SOLE |  | 147343 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 83309406 | 273972 | SH |  | SOLE |  | 273972 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 645665337 | 1963165 | SH |  | SOLE |  | 1900217 | 0 | 62948 |
| HUBBELL INC | COM | 443510607 |  | 98746212 | 201219 | SH |  | SOLE |  | 201219 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 18378860 | 32709 | SH |  | SOLE |  | 32709 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 50570542 | 631185 | SH |  | SOLE |  | 631185 | 0 | 0 |
| INSMED INC | COM PAR $.01 | 457669307 |  | 11367093 | 69515 | SH |  | SOLE |  | 66859 | 0 | 2656 |
| INSULET CORP | COM | 45784P101 |  | 35466947 | 169019 | SH |  | SOLE |  | 169019 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 56110589 | 1271484 | SH |  | SOLE |  | 1271484 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 791413458 | 5031876 | SH |  | SOLE |  | 4838068 | 0 | 193808 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 2082752 | 4518 | SH |  | SOLE |  | 3059 | 0 | 1459 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 169062577 | 574730 | SH |  | SOLE |  | 574730 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 792692538 | 538364 | SH |  | SOLE |  | 519637 | 0 | 18727 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 56013747 | 262163 | SH |  | SOLE |  | 262163 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 842499006 | 1699409 | SH |  | SOLE |  | 1640732 | 0 | 58677 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 519393047 | 1588018 | SH |  | SOLE |  | 1525816 | 0 | 62202 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 383400645 | 2210439 | SH |  | SOLE |  | 2123034 | 0 | 87405 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 846913207 | 1694979 | SH |  | SOLE |  | 1639225 | 0 | 55754 |
| MEDLINE INC | COM CL A | 58507V107 |  | 43972364 | 988143 | SH |  | SOLE |  | 974536 | 0 | 13607 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 17373193 | 10048 | SH |  | SOLE |  | 9677 | 0 | 371 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2223869 | 3887 | SH |  | SOLE |  | 2632 | 0 | 1255 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 17485277 | 13864 | SH |  | SOLE |  | 13864 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 82898504 | 245378 | SH |  | SOLE |  | 245378 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1551813348 | 4192164 | SH |  | SOLE |  | 4035478 | 0 | 156686 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 19868356 | 18172 | SH |  | SOLE |  | 18172 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 12872637 | 23882 | SH |  | SOLE |  | 23882 | 0 | 0 |
| NATERA INC | COM | 632307104 |  | 14946653 | 74737 | SH |  | SOLE |  | 71342 | 0 | 3395 |
| NETFLIX INC. | COM | 64110L106 |  | 2755851 | 28662 | SH |  | SOLE |  | 19408 | 0 | 9254 |
| NICE LTD | SPONSORED ADR | 653656108 |  | 60023229 | 544379 | SH |  | SOLE |  | 544379 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 305347 | 1999 | SH |  | SOLE |  | 1999 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1646093061 | 9438607 | SH |  | SOLE |  | 9062719 | 0 | 375888 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 64632878 | 328319 | SH |  | SOLE |  | 328319 | 0 | 0 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 376889474 | 1928810 | SH |  | SOLE |  | 1869365 | 0 | 59445 |
| ORACLE CORP | COM | 68389X105 |  | 315803832 | 2146719 | SH |  | SOLE |  | 2066758 | 0 | 79961 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 54649089 | 592017 | SH |  | SOLE |  | 592017 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 |  | 47675564 | 547303 | SH |  | SOLE |  | 547303 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 16126896 | 282928 | SH |  | SOLE |  | 282928 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 382326036 | 2646954 | SH |  | SOLE |  | 2541357 | 0 | 105597 |
| PROGRESSIVE CORP | COM | 743315103 |  | 92841937 | 468331 | SH |  | SOLE |  | 468331 | 0 | 0 |
| PTC INC | COM | 69370C100 |  | 15403881 | 108105 | SH |  | SOLE |  | 104074 | 0 | 4031 |
| QUANTA SVCS INC | COM | 74762E102 |  | 25207155 | 45913 | SH |  | SOLE |  | 45913 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 865226587 | 14142311 | SH |  | SOLE |  | 13632069 | 0 | 510242 |
| REDDIT INC | CL A | 75734B100 |  | 4865847 | 36137 | SH |  | SOLE |  | 36137 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 75328537 | 97495 | SH |  | SOLE |  | 97495 | 0 | 0 |
| RELX PLC | SPONSORED ADR | 759530108 |  | 289532 | 8734 | SH |  | SOLE |  | 8734 | 0 | 0 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 |  | 332775 | 10571 | SH |  | SOLE |  | 10571 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 65248248 | 297910 | SH |  | SOLE |  | 297910 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 12149122 | 175312 | SH |  | SOLE |  | 175312 | 0 | 0 |
| ROCKET LAB CORP | COM | 773121108 |  | 6816118 | 106137 | SH |  | SOLE |  | 106137 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 22610158 | 63002 | SH |  | SOLE |  | 63002 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 69968368 | 254264 | SH |  | SOLE |  | 254264 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 701142791 | 1648429 | SH |  | SOLE |  | 1596146 | 0 | 52283 |
| SALESFORCE INC | COM | 79466L302 |  | 363950126 | 1949698 | SH |  | SOLE |  | 1873003 | 0 | 76695 |
| SANDISK CORP | COM | 80004C200 |  | 51023520 | 80309 | SH |  | SOLE |  | 80309 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 120738925 | 1284730 | SH |  | SOLE |  | 1284730 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 340883127 | 1063432 | SH |  | SOLE |  | 1021048 | 0 | 42384 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 1385838 | 11683 | SH |  | SOLE |  | 7911 | 0 | 3772 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 |  | 14044800 | 190000 | SH |  | SOLE |  | 190000 | 0 | 0 |
| STANDARDAERO INC | COM | 85423L103 |  | 67861092 | 2627220 | SH |  | SOLE |  | 2602398 | 0 | 24822 |
| STRYKER CORPORATION | COM | 863667101 |  | 669525455 | 2037571 | SH |  | SOLE |  | 1969073 | 0 | 68498 |
| SYNOPSYS INC | COM | 871607107 |  | 579026528 | 1460418 | SH |  | SOLE |  | 1407821 | 0 | 52597 |
| SYSCO CORP | COM | 871829107 |  | 112914320 | 1582985 | SH |  | SOLE |  | 1582985 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 130750489 | 386893 | SH |  | SOLE |  | 383239 | 0 | 3654 |
| TERADYNE INC | COM | 880770102 |  | 24147260 | 81452 | SH |  | SOLE |  | 81452 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 92297634 | 346008 | SH |  | SOLE |  | 346008 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 739581107 | 1504651 | SH |  | SOLE |  | 1454505 | 0 | 50146 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 16407054 | 39370 | SH |  | SOLE |  | 39370 | 0 | 0 |
| TRANSUNION | COM | 89400J107 |  | 61646837 | 890979 | SH |  | SOLE |  | 890979 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 57372261 | 1248037 | SH |  | SOLE |  | 1248037 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 111422992 | 459249 | SH |  | SOLE |  | 459249 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 54153177 | 200130 | SH |  | SOLE |  | 200130 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 |  | 74698860 | 810095 | SH |  | SOLE |  | 810095 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 334104400 | 1760761 | SH |  | SOLE |  | 1699980 | 0 | 60781 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 159742876 | 3182129 | SH |  | SOLE |  | 3182129 | 0 | 0 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 |  | 1486500 | 20230 | SH |  | SOLE |  | 13700 | 0 | 6530 |
| VISA INC | COM CL A | 92826C839 |  | 96277343 | 318546 | SH |  | SOLE |  | 314718 | 0 | 3828 |
| VULCAN MATLS CO | COM | 929160109 |  | 471321619 | 1730891 | SH |  | SOLE |  | 1676881 | 0 | 54010 |
| WALMART INC | COM | 931142103 |  | 89532928 | 720413 | SH |  | SOLE |  | 720413 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 20433815 | 125793 | SH |  | SOLE |  | 125793 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1144716809 | 4981578 | SH |  | SOLE |  | 4807516 | 0 | 174062 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 107330973 | 396802 | SH |  | SOLE |  | 396802 | 0 | 0 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 |  | 106170908 | 365225 | SH |  | SOLE |  | 365225 | 0 | 0 |
| WW GRAINGER INC | COM | 384802104 |  | 710382377 | 651243 | SH |  | SOLE |  | 626788 | 0 | 24455 |
| XYLEM INC | COM | 98419M100 |  | 63947318 | 535124 | SH |  | SOLE |  | 535124 | 0 | 0 |

---