| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 19.88% | Reduce 0.2% | 12,387,587 | $1.99B |
| CMGCHIPOTLE MEXICAN GRILL INC | 16.10% | — | 1,161,232 | $1.61B |
| QSRRESTAURANT BRANDS INTL INC | 15.30% | Reduce 0.3% | 25,038,527 | $1.53B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.85% | Reduce 0.1% | 13,350,206 | $1.49B |
| AAGILENT TECHNOLOGIES INC | 14.49% | Reduce 0.1% | 12,236,107 | $1.45B |
| SBUXSTARBUCKS CORP | 10.77% | Reduce 0.6% | 10,070,042 | $1.08B |
| HHC*HOWARD HUGHES CORP | 8.62% | — | 10,918,008 | $862M |