Q2 2020 Holdings
Filed 2020-08-14 | 7 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $1.7M | 12,708,853 | 22.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.4M | 25,119,016 | 17.7% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.2M | 1,161,232 | 15.8% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $1.1M | 12,626,593 | 14.4% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.0M | 13,789,589 | 13.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $745.5K | 10,131,008 | 9.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $567.2K | 10,918,008 | 7.3% |