智通财经网·2025-08-15 00:36Core Insights - Pershing Square Capital Management, led by hedge fund manager Bill Ackman, reported a total market value of $13.7 billion for its Q2 2025 holdings, reflecting a 15% increase from the previous quarter's $11.9 billion [1][2]. Holdings Summary - The firm added 1 new stock, increased holdings in 4 stocks, sold out of 1 stock, and did not reduce any holdings during the second quarter [1][2]. - The top 10 holdings accounted for 99.32% of the total market value [2]. Top Holdings - Uber (UBER.US) is the largest holding with approximately 30.3 million shares valued at about $2.8 billion, representing 19.66% of the portfolio [3][4]. - Brookfield (BN.US) is the second largest holding with around 41.2 million shares valued at $2.5 billion, making up 17.70% of the portfolio, with a slight increase of 0.38% in shares held [3][4]. - Howard Hughes Holding (HHH.US) ranks third with approximately 27.9 million shares valued at $1.9 billion, a significant increase of 47.74% in shares held [3][4]. - Restaurant Brands International (QSR.US) is fourth with about 23 million shares valued at $1.5 billion, maintaining the same number of shares as the previous quarter [3][4]. - Amazon (AMZN.US) is the fifth largest holding with approximately 5.8 million shares valued at $1.3 billion, marking a new position in the portfolio [3][4]. Changes in Holdings - The top purchases by percentage change in the portfolio include Amazon (AMZN) with a 9.31% increase, Alphabet (GOOGL) with a 1.13% increase, and Brookfield (BN) with a 0.53% increase [5][6]. - The firm completely exited its position in Canadian Pacific Railway (CP.US) [4][5].