| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| CMGCHIPOTLE MEXICAN GRILL INC | 22.03% | — | 1,724,310 | $1.44B |
| HLTHILTON WORLDWIDE HLDGS INC | 17.87% | — | 10,556,805 | $1.17B |
| LOWLOWES COS INC | 15.74% | — | 8,613,212 | $1.03B |
| QSRRESTAURANT BRANDS INTL INC | 14.68% | — | 15,084,304 | $962M |
| BRK/BBERKSHIRE HATHAWAY INC DEL | 13.88% | — | 4,015,594 | $910M |
| SBUXSTARBUCKS CORP | 7.32% | Reduce 41.4% | 5,457,954 | $480M |
| HHC*HOWARD HUGHES CORP | 4.25% | Add 83.9% | 2,197,389 | $279M |
| AAGILENT TECHNOLOGIES INC | 4.23% | Add 11.4% | 3,248,114 | $277M |