Holdings
| LOW LOWE'S COS INC | $1.99B | 19.9% | 12,387,587 | −20,490 | −0.2% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.61B | 16.1% | 1,161,232 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.53B | 15.3% | 25,038,527 | −80,489 | −0.3% | Reduced |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.49B | 14.8% | 13,350,206 | −12,805 | −0.1% | Reduced |
| A AGILENT TECHNOLOGIES INC | $1.45B | 14.5% | 12,236,107 | −12,407 | −0.1% | Reduced |
| SBUX STARBUCKS CORP | $1.08B | 10.8% | 10,070,042 | −60,966 | −0.6% | Reduced |
| HHC* HOWARD HUGHES CORP | $861.8M | 8.6% | 10,918,008 | — | — | 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.