Bill Ackman - Pershing Square Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 11 | |
| Portfolio Value | $11.93B |
Pershing Square Capital Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 5.3 years | Style | Average duration positions are maintained |
| Position Count | 21 | Style | Number of active positions in portfolio |
| Position Size | 15.6% | Risk | Typical allocation per position |
| Win Rate | 55.8% | Performance | Percentage of profitable positions |
| Average Return | 2610.8% | Performance | Mean return across positions |
| Sharpe Ratio | 0.16 | Performance | Return per unit of risk taken |
Investment Case Study: UBER TECHNOLOGIES INC (UBER)
3/31/2025 - 8/4/2025
Performance Metrics
Total Return: 0.00%
Holding Period: 126 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