Holdings
| UBER UBER TECHNOLOGIES INC | $2.97B | 20.3% | 30,270,518 | −30,643 | −0.1% | Reduced |
| BN BROOKFIELD CORP | $2.81B | 19.2% | 41,020,231 | −140,166 | −0.3% | Reduced |
| HHH HOWARD HUGHES HOLDINGS INC | $1.55B | 10.6% | 18,852,064 | — | — | Held |
| GOOG ALPHABET INC-CL C | $1.54B | 10.5% | 6,324,031 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.47B | 10.0% | 22,915,496 | −85,418 | −0.4% | Reduced |
| AMZN AMAZON.COM INC | $1.28B | 8.7% | 5,823,316 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $1.18B | 8.0% | 4,843,973 | −519,007 | −9.7% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $844.2M | 5.8% | 21,541,177 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $786.3M | 5.4% | 3,030,578 | — | — | Held |
| SEG SEAPORT ENTERTAINMENT GROUP | $115.1M | 0.8% | 5,023,780 | — | — | Held |
| HTZ HERTZ GLOBAL HLDGS INC | $103.6M | 0.7% | 15,241,127 | — | — | 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.