Q1 2019 Holdings
Filed 2019-05-15 | 8 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.3M | 1,862,710 | 19.7% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.2M | 18,342,703 | 17.8% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.0M | 9,315,033 | 15.2% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $911.4K | 10,966,251 | 13.6% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $750.0K | 5,819,203 | 11.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $743.0K | 9,994,049 | 11.1% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $643.7K | 4,029,526 | 9.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $131.4K | 1,194,793 | 2.0% |