Holdings
| LOW LOWE'S COS INC | $1.95B | 24.7% | 10,374,801 | +167,495 | +1.6% | Added |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.66B | 21.1% | 1,105,208 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.29B | 16.3% | 24,194,166 | +371,525 | +1.6% | Added |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.21B | 15.4% | 10,031,580 | +122,978 | +1.2% | Added |
| CANADIAN PAC RY LTD | $1.02B | 12.9% | 15,237,044 | +12,292,785 | +417.5% | Added |
| HHC* HOWARD HUGHES CORP | $754.4M | 9.6% | 13,620,164 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DPZ DOMINO'S PIZZA INC | 2,061,312 | $803.3M |
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.