Holdings
| VALEANT PHARMACEUTICALS INTL | $3.47B | 24.9% | 19,473,933 | — | — | Held |
| APD AIR PRODUCTS & CHEMICALS INC | $2.62B | 18.8% | 20,549,076 | — | — | Held |
| CANADIAN PAC RY LTD | $2.00B | 14.3% | 13,940,890 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.82B | 13.0% | 43,366,342 | +43,366,342 | — | New |
| ZTS ZOETIS INC | $1.72B | 12.3% | 41,823,145 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.37B | 9.8% | 38,003,984 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $540.6M | 3.9% | 42,737,394 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $409.4M | 2.9% | 3,568,017 | — | — | 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.