Bill Ackman Positions and Portfolio Breakdown

Bill Ackman is a well-known hedge fund manager and investor with a diverse portfolio. He is the founder and CEO of Pershing Square Capital Management.

Ackman's investment strategy focuses on long-term value creation through activist investing. He targets undervalued companies with strong fundamentals and potential for growth.

One of his notable positions is in Chipotle Mexican Grill, where he has a significant stake. He has been a vocal advocate for the company's growth and has worked closely with management to implement changes.

Ackman's portfolio is also comprised of companies like Howard Hughes Corporation and Canadian Pacific Railway.

On a similar theme: Bill Ackman General Growth Properties

Bill Ackman's investment firm, Pershing Square, picked up more than 3 million shares of Nike worth around $229 million in Q2.

Nike stock had plummeted in late June after the company posted a surprise quarterly sales drop amid intense competition.

Pershing Square also bought 6.9 million shares of Brookfield, an investment management company, during the same quarter.

Brookfield saw a significant increase in shares, with Pershing Square adding 377.6% in Q3 2024.

Readers also liked: Bill Ackman Company

Bill Ackman's hedge fund, Pershing Square, picked up over 3 million shares of Nike in Q2, worth around $229 million.

Nike stock had taken a hit in late June after the company posted a surprise quarterly sales drop.

Pershing Square bought 6.9 million shares of Brookfield, an investment management company, during the same quarter.

Brookfield's share price increased by 377.6% in Q3 2024, with the hedge fund now holding 32.7 million shares worth $1.8 billion.

Ackman's stake in Nike quadrupled in Q3, with the hedge fund now owning 16.3 million shares.

Brookfield Corp's share price was trading at $56.79 at the time of publication, with impressive year-to-date gains of 46.18%.

Nike recently increased its dividend by 8% quarter-over-quarter, which led to a significant payout for Ackman.

Here's an interesting read: Pershing Square Capital Bill Ackman

Bill Ackman has recently invested in Alphabet, the parent company of Google.

He owns over 10 million shares, worth $1.1 billion, through his fund group Pershing Square Capital Management.

This investment suggests his stake in Pershing Square Holdings could be worth around 7% of the portfolio, valued at just north of $15 billion.

Alphabet shares have jumped 35% this year, largely due to hype surrounding artificial intelligence.

Technology generally is having a strong year, with the Nasdaq index up around 25%.

Pershing Square Holdings shares have fallen 6% this year, but have nearly tripled in value over five years.

The investment trust trades at a 36% discount to net asset value (NAV), making it an attractive opportunity for Bill Ackman.

Ackman has made technology investments in the past, but they haven't all worked out, such as his brief investment in Netflix.

You might like: Bill Ackman Investment Strategy

President-elect Donald Trump has made many investors bullish on the market, which has been on an incredible two-year run.

The Euronext Amsterdam approved the plan of the closed-end Pershing Square Holdings.

Billionaire investor Bill Ackman touted the stocks of Fannie Mae FNMA and Freddie Mac FMCC on social media, causing their shares to soar on Monday afternoon.

The market's optimism is largely due to the potential for deregulation and corporate tax cuts.

Bill Ackman's portfolio is a concentrated mix of high-conviction stocks with long-term growth potential. He focuses on substantial positions in companies with strong competitive moats, clear growth trajectories, and the ability to weather economic fluctuations while providing stable returns.

Pershing Square's holdings include Chipotle Mexican Grill, Restaurant Brands International, and Alphabet Inc - Ordinary Shares - Class C, among others. These companies align with growing consumer preferences for ethical dining, quick-service restaurants with expansion capabilities, and technological innovation.

Some key statistics on Pershing Square's holdings include:

Pershing Square is a privately owned hedge fund founded in 2003 by William A. Ackman, a value investor who buys stakes in undervalued companies with the intention of working with management to improve performance.

Bill Ackman's portfolio underscores a strategic investment approach, favoring substantial positions in high-conviction stocks with long-term growth potential.

Ackman usually bets on just a handful of mostly large-cap stocks, including Chipotle Mexican Grill, which is a top-performing restaurant chain featuring fresh ingredients and customizable Mexican food options.

Broaden your view: Treasury Bill Stocks

Chipotle stock has dived since hitting a record high in June, shedding 4 cents in Wednesday's stock market trading after tumbling 7.5% on Tuesday.

Pershing Square also owns shares in Restaurant Brands International Inc, the parent company of Burger King, Tim Hortons, and Popeyes Louisiana Kitchen, which illustrates Ackman’s interest in established quick-service restaurants with significant expansion capabilities and enduring customer loyalty.

The hedge fund manager has also invested in Alphabet Inc, the parent company of Google, which is a technological cornerstone within Ackman's selections, showcasing Google's parent company as a dominant force in online search, advertising, and innovation-driven sectors.

In Q2, Pershing Square cut its holdings in Chipotle Mexican Grill and Alphabet Inc, selling 22.5% shares and 19.5% shares respectively.

Pershing Square picked up more than 3 million shares of Nike worth around $229 million in Q2, as Nike stock had plunged in late June after the Dow Jones sneaker giant posted a surprise quarterly sales drop amid intense competition.

The hedge fund manager also bought 6.9 million shares of Brookfield, an investment management company, in the same quarter.

Intriguing read: Euro 5 Note

In Q3 2024, Pershing Square increased its shares in Nike by 435.5% and Brookfield by 377.6%, adding to its existing positions in these companies.

The hedge fund also opened a position in Seaport Entertainment Group, a business that operates at the crossroads of entertainment and hospitality, purchasing 2,094,673 SEG shares worth roughly $57,435,000.

Ackman has reduced his stake in Hilton Worldwide Holdings (NYSE: HLT) by 18%. This sale comes after a 200% surge in HLT stock price, which has been accompanied by a shift to a franchising model.

The activist investor sold 1,582,122 HLT shares, leaving him with 7,370,168 shares. HLT stock is currently trading at $248.42, with a year-to-date gain of 37.96%.

Ackman's stake in Chipotle (NYSE: CMG) and Restaurant Brands International (NYSE: QSR) remain unchanged. His exposure to Howard Hughes Holdings (NYSE: HHH) was trimmed by just 1%.

Check this out: Bill Ackman Stocks