Holdings
| QSR RESTAURANT BRANDS INTERN | $1.69B | 33.1% | 26,500,729 | −12,649,822 | −32.3% | Reduced |
| ADP AUTOMATIC DATA PROCESSING | $961.8M | 18.8% | 8,798,442 | +7,047,575 | +402.5% | Added |
| CMG CHIPOTLE MEXICAN GRILL INC | $887.3M | 17.4% | 2,882,463 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $566.3M | 11.1% | 13,927,445 | −568,780 | −3.9% | Reduced |
| HHC* HOWARD HUGHES CORP | $554.8M | 10.8% | 4,704,534 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $451.0M | 8.8% | 40,451,506 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NOMD NOMAD FOODS LTD | 33,333,334 | $470.3M |
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.