Holdings
| APD AIR PRODUCTS & CHEMICALS INC | $2.67B | 21.5% | 20,549,076 | — | — | Held |
| ZTS ZOETIS INC | $2.00B | 16.1% | 41,823,145 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.94B | 15.6% | 43,366,342 | — | — | Held |
| CANADIAN PAC RY LTD | $1.78B | 14.3% | 13,940,890 | — | — | Held |
| VALEANT PHARMACEUTICALS INTL | $1.69B | 13.5% | 16,591,122 | −2,882,811 | −14.8% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $1.42B | 11.4% | 38,003,984 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $548.3M | 4.4% | 42,737,394 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $403.8M | 3.2% | 3,568,017 | — | — | 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.