| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 22.15% | Add 3.7% | 12,708,853 | $1.72B |
| QSRRESTAURANT BRANDS INTL INC | 17.70% | Add 66.5% | 25,119,016 | $1.37B |
| CMGCHIPOTLE MEXICAN GRILL INC | 15.76% | — | 1,161,232 | $1.22B |
| AAGILENT TECHNOLOGIES INC | 14.39% | — | 12,626,593 | $1.12B |
| HLTHILTON WORLDWIDE HLDGS INC | 13.06% | — | 13,789,589 | $1.01B |
| SBUXSTARBUCKS CORP | 9.62% | — | 10,131,008 | $746M |
| HHC*HOWARD HUGHES CORP | 7.32% | Reduce 10.5% | 10,918,008 | $567M |