Holdings
| QSR RESTAURANT BRANDS INTERN | $2.45B | 40.7% | 39,150,551 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.20B | 19.9% | 2,882,463 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $626.1M | 10.4% | 14,496,225 | −5,446,000 | −27.3% | Reduced |
| HHC* HOWARD HUGHES CORP | $577.9M | 9.6% | 4,704,534 | +1,136,517 | +31.9% | Added |
| PLATFORM SPECIALTY PRODS COR | $512.9M | 8.5% | 40,451,506 | — | — | Held |
| NOMD NOMAD FOODS LTD | $470.3M | 7.8% | 33,333,334 | — | — | Held |
| ADP AUTOMATIC DATA PROCESSING | $179.4M | 3.0% | 1,750,867 | +1,750,867 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| APD AIR PRODUCTS & CHEMICALS INC | 2,280,138 | $308.5M |
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.