Holdings
| CANADIAN PAC RY LTD | $2.93B | 26.8% | 24,159,888 | — | — | — |
| PG CALL PROCTER & GAMBLE CO | $1.92B | 17.6% | 25,000,000 | — | — | — |
| GENERAL GROWTH PPTYS INC NEW | $1.35B | 12.3% | 67,789,157 | — | — | — |
| BEAM INC | $1.31B | 12.0% | 20,818,545 | — | — | — |
| APD AIR PRODUCTS & CHEMICALS INC | $924.5M | 8.4% | 10,095,708 | — | — | — |
| BURGER KING WORLDWIDE INC | $748.6M | 6.8% | 38,372,120 | — | — | — |
| PG PROCTER & GAMBLE CO | $688.3M | 6.3% | 8,940,133 | — | — | — |
| JCPEUR J.C. PENNEY CO INC | $667.4M | 6.1% | 39,075,771 | — | — | — |
| HHC* HOWARD HUGHES CORP | $399.9M | 3.7% | 3,568,017 | — | — | — |
| MATX MATSON INC | $5.1M | 0.0% | 202,913 | — | — | — |
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.