| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| HLTHILTON WORLDWIDE HLDGS INC | 18.76% | Reduce 2.5% | 8,952,290 | $1.95B |
| CMGCHIPOTLE MEXICAN GRILL INC | 17.34% | Add ×38.7 | 28,815,165 | $1.81B |
| QSRRESTAURANT BRANDS INTL INC | 15.64% | Reduce 0.9% | 23,142,542 | $1.63B |
| GOOGALPHABET INC | 13.30% | Reduce 19.5% | 7,547,582 | $1.38B |
| HHHHOWARD HUGHES HOLDINGS INC | 11.74% | — | 18,852,064 | $1.22B |
| CPCANADIAN PACIFIC KANSAS CITY | 11.32% | Reduce 0.9% | 14,965,641 | $1.18B |
| GOOGLALPHABET INC | 6.97% | Reduce 8.5% | 3,986,488 | $726M |
| BNBROOKFIELD CORP | 2.73% | NEW | 6,854,510 | $285M |
| NKENIKE INC | 2.20% | NEW | 3,040,132 | $229M |