Q4 2016 Holdings
Filed 2017-02-14 | 8 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.9M | 39,150,551 | 31.6% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.1M | 2,882,463 | 18.4% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.0M | 22,942,225 | 17.2% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $556.7K | 3,870,760 | 9.4% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $407.1K | 3,568,017 | 6.9% |
| Platform Specialty Prods COR | COM | 72766Q105 | $396.8K | 40,451,506 | 6.7% |
| Nomad Hldgs LTD(NOMD) | USD ORD SHS | G6564A105 | $319.0K | 33,333,334 | 5.4% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $263.0K | 18,114,432 | 4.4% |