Holdings
| LOW LOWE'S COS INC | $1.97B | 18.4% | 10,140,520 | −1,817,795 | −15.2% | Reduced |
| A AGILENT TECHNOLOGIES INC | $1.73B | 16.1% | 11,695,838 | −108,698 | −0.9% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.68B | 15.7% | 1,086,136 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.54B | 14.4% | 12,760,047 | −118,589 | −0.9% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $1.53B | 14.3% | 23,696,917 | −229,735 | −1.0% | Reduced |
| HHC* HOWARD HUGHES CORP | $1.31B | 12.3% | 13,470,008 | — | — | Held |
| DPZ DOMINO'S PIZZA INC | $951.3M | 8.9% | 2,039,170 | +3,466 | +0.2% | Added |
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.