| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| 91911K102VALEANT PHARMACEUTICALS INTL | 24.90% | — | 19,473,933 | $3.47B |
| APDAIR PRODS & CHEMS INC | 18.79% | — | 20,549,076 | $2.62B |
| 13645T100CANADIAN PAC RY LTD | 14.35% | — | 13,940,890 | $2.00B |
| MDLZMONDELEZ INTL INC | 13.02% | NEW | 43,366,342 | $1.82B |
| ZTSZOETIS INC | 12.35% | — | 41,823,145 | $1.72B |
| QSRRESTAURANT BRANDS INTL INC | 9.79% | — | 38,003,984 | $1.37B |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 3.88% | — | 42,737,394 | $541M |
| HHC*HOWARD HUGHES CORP | 2.93% | — | 3,568,017 | $409M |