Q2 2021 Holdings
Filed 2021-08-16 | 7 holdings | $10.7M | 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 | 10,140,520 | 18.4% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $1.7M | 11,695,838 | 16.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.7M | 1,086,136 | 15.7% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.5M | 12,760,047 | 14.4% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 23,696,917 | 14.3% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $1.3M | 13,470,008 | 12.3% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $951.3K | 2,039,170 | 8.9% |