| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| QSRRESTAURANT BRANDS INTL INC | 27.74% | — | 26,500,729 | $1.63B |
| ADPAUTOMATIC DATA PROCESSING IN | 17.56% | — | 8,798,442 | $1.03B |
| MDLZMONDELEZ INTL INC | 16.95% | Add 67.0% | 23,256,402 | $995M |
| CMGCHIPOTLE MEXICAN GRILL INC | 14.19% | — | 2,882,463 | $833M |
| HHC*HOWARD HUGHES CORP | 10.52% | — | 4,704,534 | $618M |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 6.83% | — | 40,451,506 | $401M |
| NKENIKE INC | 6.22% | NEW | 5,836,020 | $365M |