Holdings
| ZTS ZOETIS INC | $1.85B | 20.9% | 41,823,145 | — | — | Held |
| CANADIAN PAC RY LTD | $1.85B | 20.9% | 13,940,890 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.52B | 17.2% | 39,150,551 | +1,146,567 | +3.0% | Added |
| APD AIR PRODUCTS & CHEMICALS INC | $1.09B | 12.4% | 7,601,140 | −12,947,936 | −63.0% | Reduced |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $920.4M | 10.4% | 22,942,225 | −20,424,117 | −47.1% | Reduced |
| VALEANT PHARMACEUTICALS INTL | $567.8M | 6.4% | 21,591,122 | +5,000,000 | +30.1% | Added |
| HHC* HOWARD HUGHES CORP | $377.8M | 4.3% | 3,568,017 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $367.5M | 4.2% | 42,737,394 | — | — | Held |
| NOMD NOMAD FOODS LTD | $300.3M | 3.4% | 33,333,334 | +33,333,334 | — | New |
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.