Q4 2021 Holdings
Filed 2022-02-14 | 1 holdings | $202.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-03-07) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $2.6M | 10,236,471 | 25.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $2.0M | 12,594,336 | 18.6% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.9M | 1,114,725 | 18.4% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 23,937,248 | 13.7% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $1.4M | 13,620,164 | 13.1% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $1.2M | 2,092,202 | 11.2% |
| Canadian PAC RY LTDA | COM | 13645T100 | $202.4K | 2,813,747 | 100.0% |