| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| APDAIR PRODS & CHEMS INC | 21.46% | — | 20,549,076 | $2.67B |
| ZTSZOETIS INC | 16.09% | — | 41,823,145 | $2.00B |
| MDLZMONDELEZ INTL INC | 15.61% | — | 43,366,342 | $1.94B |
| 13645T100CANADIAN PAC RY LTD | 14.28% | — | 13,940,890 | $1.78B |
| 91911K102VALEANT PHARMACEUTICALS INTL | 13.54% | Reduce 14.8% | 16,591,122 | $1.69B |
| QSRRESTAURANT BRANDS INTL INC | 11.40% | — | 38,003,984 | $1.42B |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 4.40% | — | 42,737,394 | $548M |
| HHC*HOWARD HUGHES CORP | 3.24% | — | 3,568,017 | $404M |