| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 16.04% | Add 42.3% | 12,252,414 | $1.05B |
| BRK/BBERKSHIRE HATHAWAY INC DEL | 15.17% | Add 35.8% | 5,453,360 | $997M |
| HLTHILTON WORLDWIDE HLDGS INC | 14.32% | Add 30.6% | 13,789,589 | $941M |
| AAGILENT TECHNOLOGIES INC | 13.76% | Add ×3.9 | 12,626,593 | $904M |
| CMGCHIPOTLE MEXICAN GRILL INC | 11.56% | Reduce 32.7% | 1,161,232 | $760M |
| SBUXSTARBUCKS CORP | 10.13% | Add 85.6% | 10,131,008 | $666M |
| HHC*HOWARD HUGHES CORP | 9.37% | Add ×5.6 | 12,197,389 | $616M |
| QSRRESTAURANT BRANDS INTL INC | 9.19% | — | 15,084,304 | $604M |
| BXBLACKSTONE GROUP INC | 0.38% | NEW | 548,526 | $25M |
| PKPARK HOTELS RESORTS INC | 0.08% | NEW | 677,888 | $5M |