| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| CMGCHIPOTLE MEXICAN GRILL INC | 18.15% | Reduce 13.5% | 824,998 | $1.89B |
| QSRRESTAURANT BRANDS INTL INC | 17.55% | — | 23,348,135 | $1.82B |
| HLTHILTON WORLDWIDE HLDGS INC | 16.08% | Reduce 10.9% | 9,181,180 | $1.67B |
| HHHHOWARD HUGHES HOLDINGS INC | 15.51% | Add 12.2% | 18,852,064 | $1.61B |
| GOOGALPHABET INC | 12.71% | — | 9,377,195 | $1.32B |
| CPCANADIAN PACIFIC KANSAS CITY | 11.48% | — | 15,095,528 | $1.19B |
| GOOGLALPHABET INC | 5.85% | — | 4,354,824 | $608M |
| LOWLOWES COS INC | 2.67% | Reduce 82.4% | 1,245,515 | $277M |