Holdings
| QSR RESTAURANT BRANDS INTERN | $2.18B | 36.6% | 39,150,551 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.28B | 21.5% | 2,882,463 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $859.1M | 14.4% | 19,942,225 | −3,000,000 | −13.1% | Reduced |
| PLATFORM SPECIALTY PRODS COR | $526.7M | 8.8% | 40,451,506 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $418.4M | 7.0% | 3,568,017 | — | — | Held |
| NOMD NOMAD FOODS LTD | $381.7M | 6.4% | 33,333,334 | — | — | Held |
| APD AIR PRODUCTS & CHEMICALS INC | $308.5M | 5.2% | 2,280,138 | −1,590,622 | −41.1% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| VALEANT PHARMACEUTICALS INTL | 18,114,432 | $263.0M |
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.