| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| CMGCHIPOTLE MEXICAN GRILL INC | 20.10% | Reduce 9.8% | 743,984 | $2.16B |
| HLTHILTON WORLDWIDE HLDGS INC | 18.20% | — | 9,181,180 | $1.96B |
| QSRRESTAURANT BRANDS INTL INC | 17.24% | — | 23,348,135 | $1.86B |
| GOOGALPHABET INC | 13.27% | — | 9,377,195 | $1.43B |
| HHHHOWARD HUGHES HOLDINGS INC | 12.72% | — | 18,852,064 | $1.37B |
| CPCANADIAN PACIFIC KANSAS CITY | 12.37% | — | 15,095,528 | $1.33B |
| GOOGLALPHABET INC | 6.11% | — | 4,354,824 | $657M |