Holdings
| QSR RESTAURANT BRANDS INTERN | $1.63B | 27.7% | 26,500,729 | — | — | Held |
| ADP AUTOMATIC DATA PROCESSING | $1.03B | 17.6% | 8,798,442 | — | — | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | $995.4M | 16.9% | 23,256,402 | +9,328,957 | +67.0% | Added |
| CMG CHIPOTLE MEXICAN GRILL INC | $833.1M | 14.2% | 2,882,463 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $617.6M | 10.5% | 4,704,534 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $401.3M | 6.8% | 40,451,506 | — | — | Held |
| NKE NIKE INC -CL B | $365.0M | 6.2% | 5,836,020 | +5,836,020 | — | 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.