Holdings
| LOW LOWE'S COS INC | $2.06B | 23.3% | 12,408,077 | −300,776 | −2.4% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $1.44B | 16.4% | 25,119,016 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.44B | 16.4% | 1,161,232 | — | — | Held |
| A AGILENT TECHNOLOGIES INC | $1.24B | 14.0% | 12,248,514 | −378,079 | −3.0% | Reduced |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.14B | 12.9% | 13,363,011 | −426,578 | −3.1% | Reduced |
| SBUX STARBUCKS CORP | $870.5M | 9.9% | 10,131,008 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $628.9M | 7.1% | 10,918,008 | — | — | 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.