| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 23.89% | — | 10,207,306 | $1.78B |
| CMGCHIPOTLE MEXICAN GRILL INC | 19.36% | Reduce 0.8% | 1,105,208 | $1.44B |
| QSRRESTAURANT BRANDS INTL INC | 16.01% | Reduce 0.2% | 23,822,641 | $1.19B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.80% | Reduce 0.4% | 9,908,602 | $1.10B |
| HHC*HOWARD HUGHES CORP | 12.42% | — | 13,620,164 | $927M |
| DPZDOMINOS PIZZA INC | 10.76% | Reduce 0.3% | 2,061,312 | $803M |
| 13645T100CANADIAN PAC RY LTD | 2.76% | — | 2,944,259 | $206M |