Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $6.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.4M | 1,724,310 | 22.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.2M | 10,556,805 | 17.9% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.0M | 8,613,212 | 15.7% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $961.9K | 15,084,304 | 14.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $909.5K | 4,015,594 | 13.9% |
| Starbucks Corp(SBUX) | COM | 855244109 | $479.9K | 5,457,954 | 7.3% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $278.6K | 2,197,389 | 4.3% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $277.1K | 3,248,114 | 4.2% |