| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| 91911K102VALEANT PHARMACEUTICALS INTL | 29.95% | — | 19,473,933 | $4.33B |
| APDAIR PRODS & CHEMS INC | 19.46% | — | 20,549,076 | $2.81B |
| 13645T100CANADIAN PAC RY LTD | 15.46% | — | 13,940,890 | $2.23B |
| ZTSZOETIS INC | 13.96% | — | 41,823,145 | $2.02B |
| QSRRESTAURANT BRANDS INTL INC | 10.05% | — | 38,003,984 | $1.45B |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 7.57% | — | 42,737,394 | $1.09B |
| HHC*HOWARD HUGHES CORP | 3.55% | — | 3,568,017 | $512M |