Holdings
| UBER UBER TECHNOLOGIES INC | $2.21B | 18.5% | 30,301,161 | +30,301,161 | — | New |
| BN BROOKFIELD CORP | $2.15B | 18.0% | 41,004,657 | +6,111,593 | +17.5% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.53B | 12.8% | 23,000,914 | — | — | Held |
| HHH HOWARD HUGHES HOLDINGS INC | $1.40B | 11.7% | 18,852,064 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.08B | 9.1% | 21,541,177 | −3,112,356 | −12.6% | Reduced |
| CP CANADIAN PACIFIC KANSAS CITY | $1.04B | 8.7% | 14,799,796 | −77,855 | −0.5% | Reduced |
| GOOG ALPHABET INC-CL C | $988.0M | 8.3% | 6,324,031 | −1,223,551 | −16.2% | Reduced |
| GOOGL ALPHABET INC-CL A | $686.3M | 5.8% | 4,437,980 | +451,492 | +11.3% | Added |
| HLT HILTON WORLDWIDE HOLDINGS IN | $682.8M | 5.7% | 3,000,770 | −2,439,776 | −44.8% | Reduced |
| SEG SEAPORT ENTERTAINMENT GROUP | $107.9M | 0.9% | 5,023,780 | — | — | Held |
| HTZ HERTZ GLOBAL HLDGS INC | $59.1M | 0.5% | 15,000,000 | +2,286,037 | +18.0% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NKE NIKE INC -CL B | 18,768,946 | $1.42B |
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.