Holdings
| QSR RESTAURANT BRANDS INTERN | $1.87B | 31.6% | 39,150,551 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.09B | 18.4% | 2,882,463 | +2,328,250 | +420.1% | Added |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.02B | 17.2% | 22,942,225 | — | — | Held |
| APD AIR PRODUCTS & CHEMICALS INC | $556.7M | 9.4% | 3,870,760 | −154,380 | −3.8% | Reduced |
| HHC* HOWARD HUGHES CORP | $407.1M | 6.9% | 3,568,017 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $396.8M | 6.7% | 40,451,506 | −2,285,888 | −5.3% | Reduced |
| NOMD NOMAD FOODS LTD | $319.0M | 5.4% | 33,333,334 | — | — | Held |
| VALEANT PHARMACEUTICALS INTL | $263.0M | 4.4% | 18,114,432 | −3,476,690 | −16.1% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ZTS ZOETIS INC | 2,717,719 | $141.3M |
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.