Ackman Going Public, Should Mega Cap Stocks Worry?

report strong earnings growth in the first half of the year due to the combination of continued new unit expansion, an improvement in same-store sales, a continued reduction in costs, and the benefit of an attractively leveraged balance sheet.     Exited Positions   General Growth Properties (GGP)   On February 10, 2014, General Growth Properties, Inc. announced that it had repurchased over 27.6 million shares from affiliates of Pershing Square at $20.12 per share, for total consideration of approximately $556 million. GGP currently trades at $23.80 per share. We sold stock back to the company at management’s request rather…