Holdings
| LOW LOWE'S COS INC | $1.72B | 22.1% | 12,708,853 | +456,439 | +3.7% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.37B | 17.7% | 25,119,016 | +10,034,712 | +66.5% | Added |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.22B | 15.8% | 1,161,232 | — | — | Held |
| A AGILENT TECHNOLOGIES INC | $1.12B | 14.4% | 12,626,593 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.01B | 13.1% | 13,789,589 | — | — | Held |
| SBUX STARBUCKS CORP | $745.5M | 9.6% | 10,131,008 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $567.2M | 7.3% | 10,918,008 | −1,279,381 | −10.5% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5,453,360 | $997.0M |
| BX BLACKSTONE INC | 548,526 | $25.0M |
| PK PARK HOTELS & RESORTS INC | 677,888 | $5.4M |
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.