Holdings
| LOW LOWE'S COS INC | $2.06B | 19.9% | 10,207,306 | −29,165 | −0.3% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.76B | 17.0% | 1,114,725 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.51B | 14.5% | 9,952,287 | −2,642,049 | −21.0% | Reduced |
| HHC* HOWARD HUGHES CORP | $1.41B | 13.6% | 13,620,164 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.39B | 13.4% | 23,864,631 | −72,617 | −0.3% | Reduced |
| NFLX NETFLIX INC | $1.16B | 11.2% | 3,109,965 | +3,109,965 | — | New |
| DPZ DOMINO'S PIZZA INC | $841.7M | 8.1% | 2,068,031 | −24,171 | −1.2% | Reduced |
| CANADIAN PAC RY LTD | $243.0M | 2.3% | 2,944,259 | +130,512 | +4.6% | Added |
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.