| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 23.33% | Reduce 2.4% | 12,408,077 | $2.06B |
| QSRRESTAURANT BRANDS INTL INC | 16.37% | — | 25,119,016 | $1.44B |
| CMGCHIPOTLE MEXICAN GRILL INC | 16.37% | — | 1,161,232 | $1.44B |
| AAGILENT TECHNOLOGIES INC | 14.01% | Reduce 3.0% | 12,248,514 | $1.24B |
| HLTHILTON WORLDWIDE HLDGS INC | 12.92% | Reduce 3.1% | 13,363,011 | $1.14B |
| SBUXSTARBUCKS CORP | 9.87% | — | 10,131,008 | $870M |
| HHC*HOWARD HUGHES CORP | 7.13% | — | 10,918,008 | $629M |