| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| 018490102ALLERGAN INC | 38.79% | Add ×48.3 | 28,878,538 | $4.89B |
| APDAIR PRODS & CHEMS INC | 20.98% | — | 20,549,076 | $2.64B |
| 13645T100CANADIAN PAC RY LTD | 20.04% | Reduce 18.8% | 13,938,302 | $2.52B |
| 121220107BURGER KING WORLDWIDE INC | 8.29% | — | 38,387,865 | $1.04B |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 7.42% | — | 33,333,330 | $934M |
| HHC*HOWARD HUGHES CORP | 4.47% | — | 3,568,017 | $563M |