Holdings
| LOW LOWE'S COS INC | $2.07B | 23.5% | 10,374,801 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.56B | 17.8% | 24,194,166 | — | — | Held |
| CMG CHIPOTLE MEXICAN GRILL INC | $1.53B | 17.5% | 1,105,208 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.27B | 14.4% | 10,031,580 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $1.21B | 13.8% | 15,895,135 | +2,274,971 | +16.7% | Added |
| CANADIAN PAC RY LTD | $1.14B | 12.9% | 15,237,044 | — | — | 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.