Holdings
| QSR RESTAURANT BRANDS INTERN | $1.63B | 21.7% | 39,150,551 | — | — | Held |
| CANADIAN PAC RY LTD | $1.27B | 16.9% | 9,840,890 | −4,100,000 | −29.4% | Reduced |
| APD AIR PRODUCTS & CHEMICALS INC | $1.08B | 14.4% | 7,601,140 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.04B | 13.9% | 22,942,225 | — | — | Held |
| ZTS ZOETIS INC | $1.00B | 13.4% | 21,173,188 | −20,649,957 | −49.4% | Reduced |
| VALEANT PHARMACEUTICALS INTL | $434.8M | 5.8% | 21,591,122 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $407.9M | 5.4% | 3,568,017 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $379.5M | 5.1% | 42,737,394 | — | — | Held |
| NOMD NOMAD FOODS LTD | $266.0M | 3.5% | 33,333,334 | — | — | Held |
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.