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Bill Ackman · quarter digest

What Bill Ackman did in Q3 2025

Pershing Square Capital filed 5 moves in Q3 2025: 1 new, 2 add, 2 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q8. Philosophy: Concentrated bets on high-quality businesses with activist catalysts.

← Q2 2025Q3 2025 · fleet digestQ4 2025 →
New positions · 1

Fresh money

UBER
NEW·2.4% book·+19

“Entered Uber on AV optionality.”

Adds · 2

Adding to conviction

BN
ADD +15%·9.5% book·+23

“Building Brookfield.”

NKE
ADD +22%·5.3% book·+5

“Nike turnaround thesis — first big add.”

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Trims · 2

Taking chips off

CMG
TRIM -6%·21.4% book·+8

“Small Chipotle trim after 2024 gains.”

GOOGLALPHABET INC
TRIM -10%·8.0% book·−9
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.