| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| QSRRESTAURANT BRANDS INTL INC | 17.28% | Reduce 5.6% | 19,685,602 | $1.03B |
| LOWLOWES COS INC | 14.79% | Add 13.0% | 9,536,591 | $881M |
| CMGCHIPOTLE MEXICAN GRILL INC | 14.07% | Reduce 5.8% | 1,940,799 | $838M |
| HLTHILTON WORLDWIDE HLDGS INC | 13.19% | NEW | 10,947,479 | $786M |
| SBUXSTARBUCKS CORP | 12.71% | NEW | 11,754,441 | $757M |
| UTXZUNITED TECHNOLOGIES CORP | 9.97% | Add 12.7% | 5,578,203 | $594M |
| ADPAUTOMATIC DATA PROCESSING IN | 8.96% | Add 1.0% | 4,070,126 | $534M |
| 72766Q105PLATFORM SPECIALTY PRODS COR | 7.01% | — | 40,451,506 | $418M |
| HHC*HOWARD HUGHES CORP | 2.02% | Reduce 42.2% | 1,233,589 | $120M |