Holdings
| CMG CHIPOTLE MEXICAN GRILL INC | $2.16B | 20.1% | 743,984 | −81,014 | −9.8% | Reduced |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.96B | 18.2% | 9,181,180 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.86B | 17.2% | 23,348,135 | — | — | Held |
| GOOG ALPHABET INC-CL C | $1.43B | 13.3% | 9,377,195 | — | — | Held |
| HHH HOWARD HUGHES HOLDINGS INC | $1.37B | 12.7% | 18,852,064 | — | — | Held |
| CP CANADIAN PACIFIC KANSAS CITY | $1.33B | 12.4% | 15,095,528 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $657.3M | 6.1% | 4,354,824 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LOW LOWE'S COS INC | 1,245,515 | $277.2M |
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.