| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 21.74% | Reduce 3.5% | 11,958,315 | $2.27B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.89% | Reduce 3.5% | 12,878,636 | $1.56B |
| QSRRESTAURANT BRANDS INTL INC | 14.87% | Reduce 4.4% | 23,926,652 | $1.56B |
| CMGCHIPOTLE MEXICAN GRILL INC | 14.75% | Reduce 6.5% | 1,086,136 | $1.54B |
| AAGILENT TECHNOLOGIES INC | 14.35% | Reduce 3.5% | 11,804,536 | $1.50B |
| HHC*HOWARD HUGHES CORP | 12.25% | Add 23.4% | 13,470,008 | $1.28B |
| DPZDOMINOS PIZZA INC | 7.16% | NEW | 2,035,704 | $749M |