Holdings
| LOW LOWE'S COS INC | $2.65B | 24.5% | 10,236,471 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.96B | 18.2% | 12,594,336 | −291,018 | −2.3% | Reduced |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.95B | 18.1% | 1,114,725 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.45B | 13.5% | 23,937,248 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $1.39B | 12.9% | 13,620,164 | — | — | Held |
| DPZ DOMINO'S PIZZA INC | $1.18B | 11.0% | 2,092,202 | — | — | Held |
| CANADIAN PAC RY LTD | $202.4M | 1.9% | 2,813,747 | +2,813,747 | — | 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.