| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 18.37% | Reduce 15.2% | 10,140,520 | $1.97B |
| AAGILENT TECHNOLOGIES INC | 16.14% | Reduce 0.9% | 11,695,838 | $1.73B |
| CMGCHIPOTLE MEXICAN GRILL INC | 15.72% | — | 1,086,136 | $1.68B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.37% | Reduce 0.9% | 12,760,047 | $1.54B |
| QSRRESTAURANT BRANDS INTL INC | 14.26% | Reduce 1.0% | 23,696,917 | $1.53B |
| HHC*HOWARD HUGHES CORP | 12.26% | — | 13,470,008 | $1.31B |
| DPZDOMINOS PIZZA INC | 8.88% | Add 0.2% | 2,039,170 | $951M |