Bill Ackman Reveals Eight of Twelve Stocks in New Pershing Square USA Fund

Corporate Action
โดย The Motley Fool·Read original
Summary · why it matters

Bill Ackman has disclosed eight of the twelve stocks held by his newly launched closed-end fund, Pershing Square USA, which began trading in April and has already invested 85% of its capital within seven weeks. The disclosed holdings are Amazon, Microsoft, Meta Platforms, Uber Technologies, Brookfield, Restaurant Brands International, Federal National Mortgage Association, and Federal Home Loan Mortgage. Ackman views Amazon, Microsoft, and Meta as undervalued 'old-fashioned' tech companies, while Restaurant Brands and Brookfield benefit from index-exclusion discounts, and Fannie Mae and Freddie Mac remain deeply undervalued ahead of a potential exit from conservatorship. The fund charges a 2% annual management fee and currently trades at a discount to net asset value, with its net asset value down 5% since the initial public offering.

Impact on stocks 7

Artificial Intelligence▲ · 2 stocks
Amazon.com Inc
AMZN
▲ PositiveCapitalrelevance

Ackman views Amazon as undervalued, which is a positive valuation call.

Consumer Discretionary▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Financials▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Brookfield Corp
BN
▲ PositiveCapitalrelevance

Ackman highlights Brookfield's index-exclusion discount as undervaluation.

Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
▲ PositiveCapitalrelevance

Ackman views Meta as undervalued, which is a positive valuation call.

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