Holdings
| LOW LOWE'S COS INC | $1.05B | 16.0% | 12,252,414 | +3,639,202 | +42.3% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $997.0M | 15.2% | 5,453,360 | +1,437,766 | +35.8% | Added |
| HLT HILTON WORLDWIDE HOLDINGS IN | $941.0M | 14.3% | 13,789,589 | +3,232,784 | +30.6% | Added |
| A AGILENT TECHNOLOGIES INC | $904.3M | 13.8% | 12,626,593 | +9,378,479 | +288.7% | Added |
| CMG CHIPOTLE MEXICAN GRILL INC | $759.9M | 11.6% | 1,161,232 | −563,078 | −32.7% | Reduced |
| SBUX STARBUCKS CORP | $666.0M | 10.1% | 10,131,008 | +4,673,054 | +85.6% | Added |
| HHC* HOWARD HUGHES CORP | $616.2M | 9.4% | 12,197,389 | +10,000,000 | +455.1% | Added |
| QSR RESTAURANT BRANDS INTERN | $603.8M | 9.2% | 15,084,304 | — | — | Held |
| BX BLACKSTONE INC | $25.0M | 0.4% | 548,526 | +548,526 | — | New |
| PK PARK HOTELS & RESORTS INC | $5.4M | 0.1% | 677,888 | +677,888 | — | 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.