| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 19.86% | Reduce 0.3% | 10,207,306 | $2.06B |
| CMGCHIPOTLE MEXICAN GRILL INC | 16.97% | — | 1,114,725 | $1.76B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.53% | Reduce 21.0% | 9,952,287 | $1.51B |
| HHC*HOWARD HUGHES CORP | 13.58% | — | 13,620,164 | $1.41B |
| QSRRESTAURANT BRANDS INTL INC | 13.41% | Reduce 0.3% | 23,864,631 | $1.39B |
| NFLXNETFLIX INC | 11.21% | NEW | 3,109,965 | $1.16B |
| DPZDOMINOS PIZZA INC | 8.10% | Reduce 1.2% | 2,068,031 | $842M |
| 13645T100CANADIAN PAC RY LTD | 2.34% | Add 4.6% | 2,944,259 | $243M |