Q3 2021 Holdings
Filed 2021-11-15 | 6 holdings | $9.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $2.1M | 10,236,471 | 21.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $2.0M | 1,114,725 | 21.4% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.7M | 12,885,354 | 18.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 23,937,248 | 15.5% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $1.2M | 13,620,164 | 12.6% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $997.9K | 2,092,202 | 10.5% |