Pershing Square (PSHZF Bill Ackman) discloses updated portfolio positions in 13F filing: Increased SEG NKE BN positions, Lowered CMG HLT holdings
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- Increased positions in: SEG (to 5.02 mln shares from 2.09 mln shares), NKE (to 18.77 mln from 16.28 mln), BN (to 34.89 mln from 32.74 mln)
- Maintained positions in: QSR (23 mln shares), HHH (18.85 mln shares), CP (14.88 mln shares), GOOG (7.55 mln shares), GOOGL (3.99 mln shares)
- Decreased positions in: CMG (to 24.65 mln shares from 28.82 mln shares), HLT (to 5.44 mln from 7.37 mln)