Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: New AMZN position, Exited CP, Boosted HTZ, HLT, BN, GOOGL
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New: AMZN (5.82 mln shares)
- Increased: GOOGL (to 5.36 mln shares from 4.44 mln shares), HLT (to 3.03 mln from 3 mln), BN (to 41.16 mln from 41 mln), HTZ (15.2 mln from 15 mln)
- Maintained: GOOG (6.32 mln shares), UBER (30.3 mln shares), QSR (23 mln shares), CMG (21.54 mln shares), HHH (18.85 mln shares)
- Closed positions in: CP (from 14.8 mln shares)