Holdings
| CMG CHIPOTLE MEXICAN GRILL INC | $1.44B | 22.0% | 1,724,310 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.17B | 17.9% | 10,556,805 | — | — | Held |
| LOW LOWE'S COS INC | $1.03B | 15.7% | 8,613,212 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $961.9M | 14.7% | 15,084,304 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $909.5M | 13.9% | 4,015,594 | — | — | Held |
| SBUX STARBUCKS CORP | $479.9M | 7.3% | 5,457,954 | −3,855,936 | −41.4% | Reduced |
| HHC* HOWARD HUGHES CORP | $278.6M | 4.3% | 2,197,389 | +1,002,596 | +83.9% | Added |
| A AGILENT TECHNOLOGIES INC | $277.1M | 4.2% | 3,248,114 | +332,011 | +11.4% | Added |
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.