| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| QSRRESTAURANT BRANDS INTL INC | 36.61% | — | 39,150,551 | $2.18B |
| CMGCHIPOTLE MEXICAN GRILL INC | 21.54% | — | 2,882,463 | $1.28B |
| MDLZMONDELEZ INTL INC | 14.41% | Reduce 13.1% | 19,942,225 | $859M |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 8.84% | — | 40,451,506 | $527M |
| HHC*HOWARD HUGHES CORP | 7.02% | — | 3,568,017 | $418M |
| G6564A105NOMAD HLDGS LTD | 6.40% | — | 33,333,334 | $382M |
| APDAIR PRODS & CHEMS INC | 5.18% | Reduce 41.1% | 2,280,138 | $308M |