Holdings
| LOW LOWE'S COS INC | $2.01B | 19.6% | 10,036,114 | −338,687 | −3.3% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.76B | 17.2% | 1,029,186 | −76,022 | −6.9% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $1.62B | 15.9% | 24,194,166 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.31B | 12.8% | 9,299,041 | −732,539 | −7.3% | Reduced |
| HHC* HOWARD HUGHES CORP | $1.28B | 12.5% | 15,984,532 | +89,397 | +0.6% | Added |
| CANADIAN PAC RY LTD | $1.17B | 11.5% | 15,238,044 | +1,000 | +0.0% | Added |
| GOOG ALPHABET INC-CL C | $839.3M | 8.2% | 8,069,770 | +8,069,770 | — | New |
| GOOGL ALPHABET INC-CL A | $226.7M | 2.2% | 2,185,000 | +2,185,000 | — | 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.