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HoldLens
Bill Ackman · quarter digest

What Bill Ackman did in Q1 2024

Pershing Square Capital filed 2 moves in Q1 2024: 1 new, 1 add, 0 trim, 0 exit.

13F filed 2024-05-15. Manager quality score: q8. Philosophy: Concentrated bets on high-quality businesses with activist catalysts.

New positions · 1

Fresh money

NEW·5.8% book·+23

Ackman's first Brookfield position.

Adds · 1

Adding to conviction

ADD +6%·23.0% book·+8

More Chipotle.

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Current top holdings

Bill Ackman’s book, latest snapshot

#TickerWeight
1CMG
Chipotle Mexican Grill
21.4%
2QSR
Restaurant Brands International
14.8%
3HHH
Howard Hughes Holdings
13.2%
4GOOG
Alphabet Class C
11.7%
5BN
Brookfield Corp
9.5%
6HLT
Hilton Worldwide
9.1%
7CP
Canadian Pacific Kansas City
6.8%
8NKE
Nike
5.3%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.