Q1 2022 Holdings
Filed 2022-05-16 | 8 holdings | $10.4M | 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 | 10,207,306 | 19.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.8M | 1,114,725 | 17.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.5M | 9,952,287 | 14.5% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $1.4M | 13,620,164 | 13.6% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.4M | 23,864,631 | 13.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.2M | 3,109,965 | 11.2% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $841.7K | 2,068,031 | 8.1% |
| Canadian PAC RY LTD | COM | 13645T100 | $243.0K | 2,944,259 | 2.3% |