Bill Ackman Dumped Most of His Alphabet Stock to Buy Microsoft Instead. Here's the Pattern Every Investor Should Study.
The Motley Fool
Last updated: May 20, 2026
This article discusses the quarterly financial disclosures (13F filings) made by prominent investors, specifically highlighting the recent Q1 2026 filings. It focuses on the portfolio changes of billionaire investor Bill Ackman.
- Billionaire investor Bill Ackman significantly reduced his holdings in Pershing Square Holdings during the first quarter of 2026.
- Ackman's firm, Pershing Square Capital Management, exited its entire stake in Netflix and also sold a substantial portion of its position in Chipotle Mexican Grill.
- Conversely, Ackman initiated new positions in various companies, including a considerable investment in Lowe's Companies.
- The filings also reveal increased stakes in other existing holdings such as Canadian Pacific Railway and Hilton Worldwide.
- Additionally, Ackman's portfolio saw adjustments in his stakes in Restaurant Brands International and Howard Hughes Corporation.
- These 13F filings offer insights into the strategic shifts and investment philosophies of leading financial figures, reflecting their outlook on the market for the upcoming period.
