| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| CP | CANADIAN PAC RY LTD | 17,159,888 | 26.0 | 31.55% | 减仓 | -25.8% |
| APD | 美国空气化工 | 20,549,076 | 23.0 | 27.91% | 加仓 | 0% |
| 073730103 | BEAM INC | 20,818,545 | 14.2 | 17.21% | 持平 | 0% |
| 121220107 | BURGER KING WORLDWIDE INC | 38,387,865 | 8.8 | 10.66% | 加仓 | 0% |
| 370023103 | GENERAL GROWTH PPTYS INC NEW | 27,624,282 | 5.5 | 6.74% | 减仓 | -22.6% |
| HHC | HOWARD HUGHES CORP | 3,568,017 | 4.3 | 5.21% | 持平 | 0% |
| PG | 宝洁 | 739,605 | 0.60 | 0.73% | 减仓 | -65.2% |