| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 23.53% | — | 10,374,801 | $2.07B |
| QSRRESTAURANT BRANDS INTL INC | 17.81% | — | 24,194,166 | $1.56B |
| CMGCHIPOTLE MEXICAN GRILL INC | 17.46% | — | 1,105,208 | $1.53B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.43% | — | 10,031,580 | $1.27B |
| HHC*HOWARD HUGHES CORP | 13.83% | Add 16.7% | 15,895,135 | $1.21B |
| 13645T100CANADIAN PAC RY LTD | 12.94% | — | 15,237,044 | $1.14B |