Bill Ackman’s Updated Stock Portfolio Reveals Strategic Adjustments

Friday, 16 August 2024, 09:21

Bill Ackman’s updated stock portfolio highlights his recent strategic moves in the market. The Q2 2024 filings reveal significant sales and select stock acquisitions, focusing on undervalued opportunities. This analysis showcases Ackman's approach towards recovery brands like Nike and losing positions in growth stocks such as Chipotle.
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Bill Ackman’s Updated Stock Portfolio Reveals Strategic Adjustments

Bill Ackman’s Strategic Reallocations in Q2 2024

Bill Ackman’s Pershing Square Capital Management recently released its updated stock portfolio for Q2 2024, showcasing a blend of strategic stock acquisitions and notable divestments. The report, filed on August 14, highlights only nine stocks valued at $10,411,824,000 as of June 30, indicating a focus on select holdings.

Investments in Undervalued Stocks

  • Two New Additions: Ackman purchased 6,854,510 shares of Brookfield Corp (NYSE: BN), representing a 2.73% stake, and 3,040,132 shares of Nike (NYSE: NKE), a 2.20% position.
  • Nike’s Performance: Initially struggling, NKE shares rose by 5.07% following Ackman’s investment, indicating confidence in future recovery.

Notable Portfolio Sales

Ackman’s portfolio adjustments also included significant sales, reflecting a 9% overall reduction:

  1. Chipotle Mexican Grill: Sold 8,384,035 shares for a 22.54% reduction in position.
  2. Alphabet: Divested 1,829,613 shares of GOOG and 368,336 shares of GOOGL.
  3. Additional Sales: Sold portions of holdings in Hilton and Restaurant Brands International.

Ackman's strategy continues to emphasize value investing, targeting unsuspected turnaround potential while adapting to market conditions.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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