Q4 2017 Holdings
Filed 2018-02-14 | 7 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.6M | 26,500,729 | 27.7% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $1.0M | 8,798,442 | 17.6% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $995.4K | 23,256,402 | 16.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $833.1K | 2,882,463 | 14.2% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $617.6K | 4,704,534 | 10.5% |
| Platform Specialty Prods COR | COM | 72766Q105 | $401.3K | 40,451,506 | 6.8% |
| Nike Inc(NKE) | CL B | 654106103 | $365.0K | 5,836,020 | 6.2% |