Holdings
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.95B | 18.8% | 8,952,290 | −228,890 | −2.5% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.81B | 17.3% | 28,815,165 | +28,071,181 | +3773.1% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.63B | 15.6% | 23,142,542 | −205,593 | −0.9% | Reduced |
| GOOG ALPHABET INC-CL C | $1.38B | 13.3% | 7,547,582 | −1,829,613 | −19.5% | Reduced |
| HHH HOWARD HUGHES HOLDINGS INC | $1.22B | 11.7% | 18,852,064 | — | — | Held |
| CP CANADIAN PACIFIC KANSAS CITY | $1.18B | 11.3% | 14,965,641 | −129,887 | −0.9% | Reduced |
| GOOGL ALPHABET INC-CL A | $726.1M | 7.0% | 3,986,488 | −368,336 | −8.5% | Reduced |
| BN BROOKFIELD CORP | $284.7M | 2.7% | 6,854,510 | +6,854,510 | — | New |
| NKE NIKE INC -CL B | $229.1M | 2.2% | 3,040,132 | +3,040,132 | — | New |
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.