Holdings
| MDLZ MONDELEZ INTERNATIONAL INC-A | $1.17B | 23.0% | 40,946,850 | — | — | — |
| PEP PEPSICO INC | $1.00B | 19.8% | 12,270,046 | — | — | — |
| Ingersoll-Rand PLC | $747.9M | 14.7% | 13,470,668 | — | — | — |
| Family Dlr Stores Inc. | $521.2M | 10.3% | 8,364,997 | — | — | — |
| WEN WENDY'S CO | $483.9M | 9.5% | 83,000,245 | — | — | — |
| LMEUR LEGG MASON INC | $399.5M | 7.9% | 12,884,337 | — | — | — |
| Du Pont E I De Nemours & Co. | $303.4M | 6.0% | 5,778,403 | — | — | — |
| LAZ LAZARD INC | $215.5M | 4.2% | 6,702,380 | — | — | — |
| STT STATE STREET CORP | $121.5M | 2.4% | 1,862,816 | — | — | — |
| BID1EUR SOTHEBY'S | $78.6M | 1.5% | 2,074,182 | — | — | — |
| GNCIQ GNC HOLDINGS INC-CL A | $34.3M | 0.7% | 776,898 | — | — | — |
| TIFEUR TIFFANY & CO | $776K | 0.0% | 10,651 | — | — | — |
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.