| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 19.64% | Reduce 3.3% | 10,036,114 | $2.01B |
| CMGCHIPOTLE MEXICAN GRILL INC | 17.21% | Reduce 6.9% | 1,029,186 | $1.76B |
| QSRRESTAURANT BRANDS INTL INC | 15.90% | — | 24,194,166 | $1.62B |
| HLTHILTON WORLDWIDE HLDGS INC | 12.82% | Reduce 7.3% | 9,299,041 | $1.31B |
| HHC*HOWARD HUGHES CORP | 12.52% | Add 0.6% | 15,984,532 | $1.28B |
| 13645T100CANADIAN PAC RY LTD | 11.48% | Add 0.0% | 15,238,044 | $1.17B |
| GOOGALPHABET INC | 8.21% | NEW | 8,069,770 | $839M |
| GOOGLALPHABET INC | 2.22% | NEW | 2,185,000 | $227M |