Holdings
| ALLERGAN INC | $5.15B | 38.3% | 28,878,538 | — | — | Held |
| CANADIAN PAC RY LTD | $2.89B | 21.5% | 13,940,890 | +2,588 | +0.0% | Added |
| APD AIR PRODUCTS & CHEMICALS INC | $2.68B | 19.9% | 20,549,076 | — | — | Held |
| BURGER KING WORLDWIDE INC | $1.14B | 8.5% | 38,387,865 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $834.0M | 6.2% | 33,333,330 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $535.2M | 4.0% | 3,568,017 | — | — | Held |
| ZTS ZOETIS INC | $204.6M | 1.5% | 5,536,862 | +5,536,862 | — | 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.