Pershing Square (PSHZF Bill Ackman) discloses updated portfolio positions in 13F filing: Confirms new UBER position, Added to BN HTZ GOOGL, Exited NKE
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: UBER (30.3 mln shares)
- Increased positions in: BN (to 41 mln shares from 34.89 mln shares), HTZ (to 15 mln from 12.71 mln), GOOGL (to 4.44 mln from 3.99 mln)
- Maintained positions in: QSR (23 mln shares), HHH (18.85 mln shares), CP (14.8 mln shares)
- Closed positions in: NKE (from 18.77 mln shares)
- Decreased positions in: CMG (to 21.54 mln shares from 24.65 mln shares), HLT (to 3 mln from 5.44 mln), GOOG (to 6.32 mln from 7.55 mln)