Q4 2022 Holdings
Filed 2023-02-13 | 6 holdings | $8.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lowes COS Inc(LOW) | COM | 548661107 | $2.1B | 10,374,801 | 23.5% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.6B | 24,194,166 | 17.8% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.5B | 1,105,208 | 17.5% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.3B | 10,031,580 | 14.4% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $1.2B | 15,895,135 | 13.8% |
| Canadian PAC RY LTD | COM | 13645T100 | $1.1B | 15,237,044 | 12.9% |