Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $10.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $2.2B | 743,984 | 20.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $2.0B | 9,181,180 | 18.2% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.9B | 23,348,135 | 17.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.4B | 9,377,195 | 13.3% |
| Howard Hughes Holdings Inc(HHH) | COM | 44267T102 | $1.4B | 18,852,064 | 12.7% |
| Canadian Pacific Kansas City(CP) | COM | 13646K108 | $1.3B | 15,095,528 | 12.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $657.3M | 4,354,824 | 6.1% |