| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| QSRRESTAURANT BRANDS INTL INC | 28.65% | Reduce 8.2% | 24,320,295 | $1.38B |
| CMGCHIPOTLE MEXICAN GRILL INC | 19.27% | — | 2,882,463 | $931M |
| ADPAUTOMATIC DATA PROCESSING IN | 18.65% | Reduce 9.7% | 7,941,957 | $901M |
| MDLZMONDELEZ INTL INC | 13.95% | Reduce 30.5% | 16,156,591 | $674M |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 8.06% | — | 40,451,506 | $390M |
| HHC*HOWARD HUGHES CORP | 6.35% | Reduce 53.1% | 2,204,534 | $307M |
| UTXZUNITED TECHNOLOGIES CORP | 5.06% | NEW | 1,944,420 | $245M |