| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| CMGCHIPOTLE MEXICAN GRILL INC | 16.65% | — | 953,608 | $1.75B |
| QSRRESTAURANT BRANDS INTL INC | 14.82% | — | 23,348,135 | $1.56B |
| HLTHILTON WORLDWIDE HLDGS INC | 14.75% | Add 10.4% | 10,305,500 | $1.55B |
| LOWLOWES COS INC | 14.00% | Reduce 5.4% | 7,066,623 | $1.47B |
| HHHHOWARD HUGHES HOLDINGS INC | 11.87% | NEW | 16,806,908 | $1.25B |
| GOOGALPHABET INC | 11.78% | — | 9,377,195 | $1.24B |
| CPCANADIAN PACIFIC KANSAS CITY | 10.70% | — | 15,095,528 | $1.12B |
| GOOGLALPHABET INC | 5.43% | Add 99.3% | 4,354,824 | $570M |