Q3 2022 Holdings
Filed 2022-11-14 | 6 holdings | $7.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $1.9M | 10,374,801 | 24.7% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.7M | 1,105,208 | 21.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.3M | 24,194,166 | 16.3% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.2M | 10,031,580 | 15.4% |
| Canadian PAC RY LTD | COM | 13645T100 | $1.0M | 15,237,044 | 12.9% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $754.4K | 13,620,164 | 9.6% |