 UBER TECHNOLOGIES INCUBER |
| 12.72% | — | $2.48B | 34.3M | $0 | 0 | +34.3M | New Buy |
 BROOKFIELD CORPBN |
| 12.58% | — | $2.45B | 57.5M | $0 | 0 | +57.5M | New Buy |
 MICROSOFT CORPMSFT |
| 11.89% | — | $2.32B | 6.2M | $0 | 0 | +6.2M | New Buy |
 AMAZON COM INCAMZN |
| 10.49% | — | $2.04B | 8.6M | $0 | 0 | +8.6M | New Buy |
 HOWARD HUGHES HOLDINGS INCHHH |
| 10.23% | 100% | $1.99B | 27.9M | $569.3M | 9.0M | +18.9M+209.47% | Add |
 RESTAURANT BRANDS INTL INCQSR |
| 9.62% | — | $1.87B | 25.8M | $0 | 0 | +25.8M | New Buy |
 META PLATFORMS INCMETA |
| 9.25% | — | $1.80B | 3.2M | $0 | 0 | +3.2M | New Buy |
 VISA INCV |
| 5.76% | — | $1.12B | 3.3M | $0 | 0 | +3.3M | New Buy |
 MASTERCARD INCORPORATEDMA |
| 5.61% | — | $1.09B | 2.1M | $0 | 0 | +2.1M | New Buy |
 S&P GLOBAL INCSPGI |
| 5.43% | — | $1.06B | 2.6M | $0 | 0 | +2.6M | New Buy |
 NETFLIX INCNFLX |
| 4.8% | — | $934.0M | 13.1M | $0 | 0 | +13.1M | New Buy |
| PPERSHING SQUARE USA LTDPSUS |
| 0.77% | — | $149.5M | 4.0M | $0 | 0 | +4.0M | New Buy |
 SEAPORT ENTMT GROUP INC COMMON STOCKSEG |
| 0.69% | — | $133.6M | 5.0M | $0 | 0 | +5.0M | New Buy |
| HHERTZ GLOBAL HLDGS INC NHTZWW |
| 0.17% | — | $34.0M | 15.0M | $0 | 0 | +15.0M | New Buy |
