Holdings
| ALLERGAN INC | $5.66B | 35.3% | 26,635,978 | −2,242,560 | −7.8% | Reduced |
| APD AIR PRODUCTS & CHEMICALS INC | $2.96B | 18.5% | 20,549,076 | — | — | Held |
| CANADIAN PAC RY LTD | $2.69B | 16.7% | 13,940,890 | — | — | Held |
| ZTS ZOETIS INC | $1.79B | 11.1% | 41,569,646 | +36,032,784 | +650.8% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.48B | 9.2% | 38,003,984 | +38,003,984 | — | New |
| PLATFORM SPECIALTY PRODS COR | $992.4M | 6.2% | 42,737,394 | +9,404,064 | +28.2% | Added |
| HHC* HOWARD HUGHES CORP | $465.3M | 2.9% | 3,568,017 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BURGER KING WORLDWIDE INC | 38,387,865 | $1.14B |
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.