| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| QSRRESTAURANT BRANDS INTL INC | 21.65% | Reduce 14.3% | 20,843,919 | $1.26B |
| CMGCHIPOTLE MEXICAN GRILL INC | 21.42% | — | 2,882,463 | $1.24B |
| LOWLOWES COS INC | 12.70% | NEW | 7,715,501 | $737M |
| MDLZMONDELEZ INTL INC | 11.56% | Add 1.3% | 16,371,713 | $671M |
| UTXZUNITED TECHNOLOGIES CORP | 9.78% | Add ×2.3 | 4,540,615 | $568M |
| ADPAUTOMATIC DATA PROCESSING IN | 9.76% | Reduce 46.8% | 4,225,365 | $567M |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 8.08% | — | 40,451,506 | $469M |
| HHC*HOWARD HUGHES CORP | 5.03% | — | 2,204,534 | $292M |