| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KRAFT HEINZ CO | 525,000 | 41,244,000 | 10.66% | ||
| 2 | DOLLAR TREE INC | 500,000 | 41,230,000 | 10.65% | ||
| 3 | DOLLAR GEN CORP NEW | 475,000 | 40,660,000 | 10.51% | ||
| 4 | ARAMARK | 1,075,000 | 35,604,000 | 9.20% | ||
| 5 | BURLINGTON STORES INC | 625,000 | 35,150,000 | 9.08% | ||
| 6 | VAIL RESORTS INC | 250,000 | 33,425,000 | 8.64% | ||
| 7 | HOME DEPOT INC | 250,000 | 33,357,000 | 8.62% | ||
| 8 | ALPHABET INC | 42,500 | 32,423,000 | 8.38% | ||
| 9 | LOWES COS INC | 425,000 | 32,194,000 | 8.32% | ||
| 10 | ADVANCE AUTO PARTS INC | 200,000 | 32,068,000 | 8.29% | ||
| 11 | AMAZON COM INC | 50,000 | 29,682,000 | 7.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003185, filed 2016.05.09).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
