| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 24.54% | — | 10,236,471 | $2.65B |
| HLTHILTON WORLDWIDE HLDGS INC | 18.22% | Reduce 2.3% | 12,594,336 | $1.96B |
| CMGCHIPOTLE MEXICAN GRILL INC | 18.08% | — | 1,114,725 | $1.95B |
| QSRRESTAURANT BRANDS INTL INC | 13.47% | — | 23,937,248 | $1.45B |
| HHC*HOWARD HUGHES CORP | 12.86% | — | 13,620,164 | $1.39B |
| DPZDOMINOS PIZZA INC | 10.95% | — | 2,092,202 | $1.18B |
| 13645T100CANADIAN PAC RY LTD | 1.88% | NEW | 2,813,747 | $202M |