Q1 2020 Holdings
Filed 2020-05-15 | 10 holdings | $6.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $1.1M | 12,252,414 | 16.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $997.0K | 5,453,360 | 15.2% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $941.0K | 13,789,589 | 14.3% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $904.3K | 12,626,593 | 13.8% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $759.9K | 1,161,232 | 11.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $666.0K | 10,131,008 | 10.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $616.2K | 12,197,389 | 9.4% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $603.8K | 15,084,304 | 9.2% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $25.0K | 548,526 | 0.4% |
| Park Hotels Resorts Inc(PK) | COM | 700517105 | $5.4K | 677,888 | 0.1% |