Bill Ackman runs a focused, high-conviction portfolio — not a long list of positions.
In this episode of PortfolioCasts, we break down Pershing Square Capital Management’s portfolio, including holdings like Uber, Google, Amazon, Chipotle, Hilton, and more.
We explore why Ackman concentrates capital, how he thinks about business quality, and what long-term investors can learn from his portfolio construction approach.
Educational purposes only. Not financial advice.
