Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: Increased BN NKE, Trimmed HLT QSR CP holdings
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: SEG (HHH spin-off; 2.09 mln shares)
- Increased positions in: BN (to 32.74 mln shares from 6.85 mln shares), NKE (to 16.28 mln from 3.04 mln)
- Maintained positions in: CMG (28.82 mln shares) HHH (18.85 mln shares) GOOG (7.55 mln shares), GOOGL (3.99 mln shares)
- Decreased positions in: HLT (to 7.37 mln shares from 8.95 mln shares) QSR (to 23 mln from 23.14 mln), CP (to 14.88 mln from 14.97 mln)