Q4 2018 Holdings
Filed 2019-02-14 | 9 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 | $1.0M | 19,685,602 | 17.3% |
| Lowes COS Inc(LOW) | COM | 548661107 | $880.8K | 9,536,591 | 14.8% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $838.0K | 1,940,799 | 14.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $786.0K | 10,947,479 | 13.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $757.0K | 11,754,441 | 12.7% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $594.0K | 5,578,203 | 10.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $533.7K | 4,070,126 | 9.0% |
| Platform Specialty Prods COR | COM | 72766Q105 | $417.9K | 40,451,506 | 7.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $120.4K | 1,233,589 | 2.0% |