Q2 2017 Holdings
Filed 2017-08-14 | 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 | $2.4M | 39,150,551 | 40.7% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.2M | 2,882,463 | 19.9% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $626.1K | 14,496,225 | 10.4% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $577.9K | 4,704,534 | 9.6% |
| Platform Specialty Prods COR | COM | 72766Q105 | $512.9K | 40,451,506 | 8.5% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $470.3K | 33,333,334 | 7.8% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $179.4K | 1,750,867 | 3.0% |