Holdings
| QSR RESTAURANT BRANDS INTERN | $1.26B | 21.7% | 20,843,919 | −3,476,376 | −14.3% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.24B | 21.4% | 2,882,463 | — | — | Held |
| LOW LOWE'S COS INC | $737.4M | 12.7% | 7,715,501 | +7,715,501 | — | New |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $671.2M | 11.6% | 16,371,713 | +215,122 | +1.3% | Added |
| UTXCHF RTX CORP | $567.7M | 9.8% | 4,540,615 | +2,596,195 | +133.5% | Added |
| ADP AUTOMATIC DATA PROCESSING | $566.8M | 9.8% | 4,225,365 | −3,716,592 | −46.8% | Reduced |
| PLATFORM SPECIALTY PRODS COR | $469.2M | 8.1% | 40,451,506 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $292.1M | 5.0% | 2,204,534 | — | — | 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.