Holdings
| CMG CHIPOTLE MEXICAN GRILL INC | $1.89B | 18.1% | 824,998 | −128,610 | −13.5% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $1.82B | 17.5% | 23,348,135 | — | — | Held |
| HLT HILTON WORLDWIDE HOLDINGS IN | $1.67B | 16.1% | 9,181,180 | −1,124,320 | −10.9% | Reduced |
| HHH HOWARD HUGHES HOLDINGS INC | $1.61B | 15.5% | 18,852,064 | +2,045,156 | +12.2% | Added |
| GOOG ALPHABET INC-CL C | $1.32B | 12.7% | 9,377,195 | — | — | Held |
| CP CANADIAN PACIFIC KANSAS CITY | $1.19B | 11.5% | 15,095,528 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $608.3M | 5.9% | 4,354,824 | — | — | Held |
| LOW LOWE'S COS INC | $277.2M | 2.7% | 1,245,515 | −5,821,108 | −82.4% | Reduced |
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.