| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| 018490102ALLERGAN INC | 38.33% | — | 28,878,538 | $5.15B |
| 13645T100CANADIAN PAC RY LTD | 21.54% | Add 0.0% | 13,940,890 | $2.89B |
| APDAIR PRODS & CHEMS INC | 19.93% | — | 20,549,076 | $2.68B |
| 121220107BURGER KING WORLDWIDE INC | 8.48% | — | 38,387,865 | $1.14B |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 6.21% | — | 33,333,330 | $834M |
| HHC*HOWARD HUGHES CORP | 3.99% | — | 3,568,017 | $535M |
| ZTSZOETIS INC | 1.52% | NEW | 5,536,862 | $205M |