Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: New BN NKE positions
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: BN (6.85 mln shares), NKE (3.04 mln)
- Maintained positions in: HHH (18.85 mln shares).... slightly lowered: QSR (to 23.14 mln from 23.35 mln), CP (to 14.97 mln from 15.1 mln), HLT (to 8.95 mln from 9.18 mln)
- Decreased positions in: CMG (to 28.82 mln shares from 37.2 mln shares), GOOG (to 7.55 mln from 9.38 mln), GOOGL (to 3.99 mln from 4.35 mln)