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Bill Ackman · quarter digest

What Bill Ackman did in Q2 2025

Pershing Square Capital filed 5 moves in Q2 2025: 1 new, 4 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q8. Philosophy: Concentrated bets on high-quality businesses with activist catalysts.

← Q1 2025Q2 2025 · fleet digestQ3 2025 →
New positions · 1

Fresh money

AMZNAMAZON COM INC
NEW·9.3% book·+6
Adds · 4

Adding to conviction

HHH
ADD +8%·13.8% book·+6

“Building Howard Hughes.”

BN
ADD +12%·8.7% book·+23

“Continuing to build Brookfield.”

GOOGLALPHABET INC
ADD +21%·6.9% book·−9
NKE
ADD +18%·4.5% book·+5

“First major Nike add — 3 consecutive quarters building.”

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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.