Q2 2019 Holdings
Filed 2019-08-14 | 8 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.3M | 1,782,710 | 19.5% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.1M | 15,641,065 | 16.2% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.1M | 10,966,251 | 16.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $898.2K | 8,900,535 | 13.4% |
| Starbucks Corp(SBUX) | COM | 855244109 | $780.8K | 9,313,890 | 11.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $748.9K | 3,512,997 | 11.2% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $666.2K | 4,029,526 | 9.9% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $148.0K | 1,194,793 | 2.2% |