Q2 2022 Holdings
Filed 2022-08-15 | 7 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $1.8M | 10,207,306 | 23.9% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.4M | 1,105,208 | 19.4% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.2M | 23,822,641 | 16.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.1M | 9,908,602 | 14.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $926.9K | 13,620,164 | 12.4% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $803.3K | 2,061,312 | 10.8% |
| Canadian PAC RY LTD | COM | 13645T100 | $205.6K | 2,944,259 | 2.8% |