Q4 2020 Holdings
Filed 2021-02-16 | 7 holdings | $10.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $2.0M | 12,387,587 | 19.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.6M | 1,161,232 | 16.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 25,038,527 | 15.3% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.5M | 13,350,206 | 14.8% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $1.4M | 12,236,107 | 14.5% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.1M | 10,070,042 | 10.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $861.8K | 10,918,008 | 8.6% |