| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| CMGCHIPOTLE MEXICAN GRILL INC | 22.33% | Reduce 3.3% | 1,724,310 | $1.45B |
| QSRRESTAURANT BRANDS INTL INC | 16.54% | Reduce 3.6% | 15,084,304 | $1.07B |
| HLTHILTON WORLDWIDE HLDGS INC | 15.15% | Reduce 3.7% | 10,556,805 | $983M |
| LOWLOWES COS INC | 14.59% | Reduce 3.2% | 8,613,212 | $947M |
| BRK/BBERKSHIRE HATHAWAY INC DEL | 12.87% | Add 14.3% | 4,015,594 | $835M |
| SBUXSTARBUCKS CORP | 12.69% | — | 9,313,890 | $824M |
| AAGILENT TECHNOLOGIES INC | 3.44% | NEW | 2,916,103 | $223M |
| HHC*HOWARD HUGHES CORP | 2.39% | — | 1,194,793 | $155M |