Holdings
| LOW LOWE'S COS INC | $2.08B | 21.9% | 10,236,471 | +95,951 | +0.9% | Added |
| CMG CHIPOTLE MEXICAN GRILL INC | $2.03B | 21.4% | 1,114,725 | +28,589 | +2.6% | Added |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.70B | 18.0% | 12,885,354 | +125,307 | +1.0% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.46B | 15.5% | 23,937,248 | +240,331 | +1.0% | Added |
| HHC* HOWARD HUGHES CORP | $1.20B | 12.6% | 13,620,164 | +150,156 | +1.1% | Added |
| DPZ DOMINO'S PIZZA INC | $997.9M | 10.5% | 2,092,202 | +53,032 | +2.6% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| A AGILENT TECHNOLOGIES INC | 11,695,838 | $1.73B |
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.