Holdings
| CANADIAN PAC RY LTD | $2.58B | 30.8% | 17,159,888 | — | — | Held |
| APD AIR PRODUCTS & CHEMICALS INC | $2.45B | 29.2% | 20,549,076 | — | — | Held |
| BURGER KING WORLDWIDE INC | $1.02B | 12.2% | 38,387,865 | — | — | Held |
| BEAM INC | $972.0M | 11.6% | 11,668,545 | −9,150,000 | −44.0% | Reduced |
| PLATFORM SPECIALTY PRODS COR | $635.0M | 7.6% | 33,333,330 | +33,333,330 | — | New |
| HHC* HOWARD HUGHES CORP | $509.2M | 6.1% | 3,568,017 | — | — | Held |
| APARTMENT INVT & MGMT CO | $113.3M | 1.4% | 3,749,393 | +3,749,393 | — | New |
| ALLERGAN INC | $74.1M | 0.9% | 597,431 | +597,431 | — | New |
| HOME PROPERTIES INC | $28.5M | 0.3% | 473,778 | +473,778 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| GENERAL GROWTH PPTYS INC NEW | 27,624,282 | $554.4M |
| PG PROCTER & GAMBLE CO | 739,605 | $60.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.