Holdings
| UBER UBER TECHNOLOGIES INC | $2.48B | 12.7% | 34,326,200 | +34,326,200 | — | New |
| BN BROOKFIELD CORP | $2.45B | 12.6% | 57,481,047 | +57,481,047 | — | New |
| MSFT MICROSOFT CORP | $2.32B | 11.9% | 6,206,730 | +6,206,730 | — | New |
| AMZN AMAZON.COM INC | $2.04B | 10.5% | 8,563,857 | +8,563,857 | — | New |
| HHH HOWARD HUGHES HOLDINGS INC | $1.99B | 10.2% | 27,852,064 | +18,852,064 | +209.5% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.87B | 9.6% | 25,821,284 | +25,821,284 | — | New |
| META META PLATFORMS INC-CLASS A | $1.80B | 9.2% | 3,196,062 | +3,196,062 | — | New |
| V VISA INC-CLASS A SHARES | $1.12B | 5.8% | 3,270,470 | +3,270,470 | — | New |
| MA MASTERCARD INC - A | $1.09B | 5.6% | 2,124,646 | +2,124,646 | — | New |
| SPGI S&P GLOBAL INC | $1.06B | 5.4% | 2,593,155 | +2,593,155 | — | New |
| NFLX NETFLIX INC | $934.0M | 4.8% | 13,081,465 | +13,081,465 | — | New |
| PSUS PERSHING SQUARE USA LTD | $149.5M | 0.8% | 4,000,000 | +4,000,000 | — | New |
| SEG SEAPORT ENTERTAINMENT GROUP | $133.6M | 0.7% | 5,023,780 | +5,023,780 | — | New |
| HTZ HERTZ GLOBAL HLDGS INC | $34.0M | 0.2% | 14,991,599 | +14,991,599 | — | 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.