Holdings
| QSR RESTAURANT BRANDS INTERN | $1.75B | 32.2% | 39,150,551 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.01B | 18.6% | 22,942,225 | — | — | Held |
| APD AIR PRODUCTS & CHEMICALS INC | $605.1M | 11.2% | 4,025,140 | −3,576,000 | −47.0% | Reduced |
| VALEANT PHARMACEUTICALS INTL | $530.1M | 9.8% | 21,591,122 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $408.5M | 7.5% | 3,568,017 | — | — | Held |
| NOMD NOMAD FOODS LTD | $394.0M | 7.3% | 33,333,334 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $346.6M | 6.4% | 42,737,394 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $234.7M | 4.3% | 554,213 | +554,213 | — | New |
| ZTS ZOETIS INC | $141.3M | 2.6% | 2,717,719 | −18,455,469 | −87.2% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CANADIAN PAC RY LTD | 9,840,890 | $1.27B |
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.