| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 24.74% | Add 1.6% | 10,374,801 | $1.95B |
| CMGCHIPOTLE MEXICAN GRILL INC | 21.08% | — | 1,105,208 | $1.66B |
| QSRRESTAURANT BRANDS INTL INC | 16.33% | Add 1.6% | 24,194,166 | $1.29B |
| HLTHILTON WORLDWIDE HLDGS INC | 15.36% | Add 1.2% | 10,031,580 | $1.21B |
| 13645T100CANADIAN PAC RY LTD | 12.91% | Add ×5.2 | 15,237,044 | $1.02B |
| HHC*HOWARD HUGHES CORP | 9.58% | — | 13,620,164 | $754M |