Bill Ackman - Pershing Square Capital Management Portfolio (Jun 30, 2025)


As of Jun 30, 2025, the Pershing Square Capital Management oversees a portfolio valued at approximately $13.73B, featuring 11 publicly traded holdings. This in-depth profile highlights the top investments led by Microsoft (MSFT), Berkshire Hathaway (BRK-B), Waste Management (WM), and others—drawing on its latest SEC filings as of Aug 14, 2025. Explore insights into portfolio composition, allocation strategies, and recent trade activity.

Balances
Holdings
Activity
Options
Allocation
Strategy

Pershing Square Capital Management Strategy Analysis

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period5.2 yearsStyleAverage duration positions are maintained
Position Count23StyleNumber of active positions in portfolio
Position Size15.0%RiskTypical allocation per position
Win Rate56.6%PerformancePercentage of profitable positions
Average Return2433.5%PerformanceMean return across positions
Sharpe Ratio0.15PerformanceReturn per unit of risk taken

Investment Case Study: UBER TECHNOLOGIES INC (UBER)

3/31/2025 - 9/22/2025

Performance Metrics

Total Return: 0.00%

Holding Period: 175 days

Max Position Size: $2,207,742,590.00

Position Weight: 18.50%

Key Events

3/31/2025: ENTRY(30,301,161.00 shares) @ $72.86

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations