Q3 2018 Holdings
Filed 2018-11-14 | 7 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.2M | 20,843,919 | 23.7% |
| Lowes COS Inc(LOW) | COM | 548661107 | $968.9K | 8,438,801 | 18.6% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $935.9K | 2,059,106 | 18.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $691.8K | 4,947,788 | 13.3% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $607.1K | 4,029,427 | 11.7% |
| Platform Specialty Prods COR | COM | 72766Q105 | $504.4K | 40,451,506 | 9.7% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $265.0K | 2,133,236 | 5.1% |