Q2 2018 Holdings
Filed 2018-08-14 | 8 holdings | $5.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.3M | 20,843,919 | 21.7% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.2M | 2,882,463 | 21.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $737.4K | 7,715,501 | 12.7% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $671.2K | 16,371,713 | 11.6% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $567.7K | 4,540,615 | 9.8% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $566.8K | 4,225,365 | 9.8% |
| Platform Specialty Prods COR | COM | 72766Q105 | $469.2K | 40,451,506 | 8.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $292.1K | 2,204,534 | 5.0% |