Holdings
| ALLERGAN INC | $4.89B | 38.8% | 28,878,538 | +28,281,107 | +4733.8% | Added |
| APD AIR PRODUCTS & CHEMICALS INC | $2.64B | 21.0% | 20,549,076 | — | — | Held |
| CANADIAN PAC RY LTD | $2.52B | 20.0% | 13,938,302 | −3,221,586 | −18.8% | Reduced |
| BURGER KING WORLDWIDE INC | $1.04B | 8.3% | 38,387,865 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $934.3M | 7.4% | 33,333,330 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $563.1M | 4.5% | 3,568,017 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BEAM INC | 11,668,545 | $972.0M |
| APARTMENT INVT & MGMT CO | 3,749,393 | $113.3M |
| HOME PROPERTIES INC | 473,778 | $28.5M |
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.