Q1 2017 Holdings
Filed 2017-05-15 | 7 holdings | $6.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $2.2M | 39,150,551 | 36.6% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.3M | 2,882,463 | 21.5% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $859.1K | 19,942,225 | 14.4% |
| Platform Specialty Prods COR | COM | 72766Q105 | $526.7K | 40,451,506 | 8.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $418.4K | 3,568,017 | 7.0% |
| Nomad Hldgs LTD(NOMD) | USD ORD SHS | G6564A105 | $381.7K | 33,333,334 | 6.4% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $308.5K | 2,280,138 | 5.2% |