| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| QSRRESTAURANT BRANDS INTL INC | 32.24% | — | 39,150,551 | $1.75B |
| MDLZMONDELEZ INTL INC | 18.61% | — | 22,942,225 | $1.01B |
| APDAIR PRODS & CHEMS INC | 11.18% | Reduce 47.0% | 4,025,140 | $605M |
| 91911K102VALEANT PHARMACEUTICALS INTL | 9.79% | — | 21,591,122 | $530M |
| HHC*HOWARD HUGHES CORP | 7.55% | — | 3,568,017 | $409M |
| G6564A105NOMAD HLDGS LTD | 7.28% | — | 33,333,334 | $394M |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 6.40% | — | 42,737,394 | $347M |
| CMGCHIPOTLE MEXICAN GRILL INC | 4.34% | NEW | 554,213 | $235M |
| ZTSZOETIS INC | 2.61% | Reduce 87.2% | 2,717,719 | $141M |