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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | 16.37% | 59,697,208 | $2,415,946,008 | -1,705,881 | -2.78% | $40.47 | 13F |
| AMZN | AMAZON COM INC | 16.16% | 11,451,981 | $2,385,104,083 | 1,844,157 | 19.19% | $208.27 | 13F |
| UBER | UBER TECHNOLOGIES INC | 14.60% | 29,958,771 | $2,154,934,398 | -248,963 | -0.82% | $71.93 | 13F |
| QSR | Restaurant Brands International Inc. | 14.19% | 27,136,716 | $2,094,954,475 | 4,491,233 | 19.83% | 13D | |
| MSFT | MICROSOFT CORP | 14.18% | 5,654,078 | $2,092,970,053 | 5,654,078 | New | $370.17 | 13F |
| HHH | Howard Hughes Holdings Inc. | 12.68% | 27,852,064 | $1,817,625,697 | 9,000,000 | 47.74% | 13D | |
| META | META PLATFORMS INC | 10.31% | 2,660,861 | $1,522,358,404 | -12,708 | -0.48% | $572.13 | 13F |
| SEG | SEAPORT ENTMT GROUP INC | 0.73% | 5,023,780 | $107,910,794 | No Change | $21.48 | 13F | |
| GOOG | ALPHABET INC | 0.61% | 311,726 | $89,421,720 | -5,852,145 | -94.94% | $286.86 | 13F |
| HTZ | HERTZ GLOBAL HLDGS INC | 0.48% | 15,241,127 | $70,261,595 | No Change | $4.61 | 13F | |
| GOOGL | ALPHABET INC | 0.06% | 32,376 | $9,310,043 | -645,921 | -95.23% | $287.56 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | -3,028,664 | Exited | 13F |