| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| 018490102ALLERGAN INC | 35.30% | Reduce 7.8% | 26,635,978 | $5.66B |
| APDAIR PRODS & CHEMS INC | 18.47% | — | 20,549,076 | $2.96B |
| 13645T100CANADIAN PAC RY LTD | 16.74% | — | 13,940,890 | $2.69B |
| ZTSZOETIS INC | 11.15% | Add ×7.5 | 41,569,646 | $1.79B |
| QSRRESTAURANT BRANDS INTL INC | 9.25% | NEW | 38,003,984 | $1.48B |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 6.19% | Add 28.2% | 42,737,394 | $992M |
| HHC*HOWARD HUGHES CORP | 2.90% | — | 3,568,017 | $465M |