Holdings
| BN BROOKFIELD CORP | $1.74B | 13.5% | 32,735,883 | +25,881,373 | +377.6% | Added |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.70B | 13.2% | 7,370,168 | −1,582,122 | −17.7% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.66B | 12.9% | 28,815,165 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.66B | 12.8% | 23,000,914 | −141,628 | −0.6% | Reduced |
| HHH HOWARD HUGHES HOLDINGS INC | $1.46B | 11.3% | 18,852,064 | — | — | Held |
| NKE NIKE INC -CL B | $1.44B | 11.1% | 16,280,338 | +13,240,206 | +435.5% | Added |
| CP CANADIAN PACIFIC KANSAS CITY | $1.27B | 9.9% | 14,877,651 | −87,990 | −0.6% | Reduced |
| GOOG ALPHABET INC-CL C | $1.26B | 9.8% | 7,547,582 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $661.2M | 5.1% | 3,986,488 | — | — | Held |
| SEG SEAPORT ENTERTAINMENT GROUP | $57.4M | 0.4% | 2,094,673 | +2,094,673 | — | New |
| SEAPORT ENTMT GROUP INC | $6.2M | 0.0% | 2,094,673 | +2,094,673 | — | New |
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.