Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Pershing Square Capital, managed by Bill Ackman, focuses heavily on consumer discretionary and technology sectors, with significant positions in hospitality and fast food industries. The fund’s top holdings include major investments in companies like Hilton and Chipotle, while recent activity shows new investments in athletic apparel and luxury goods, alongside reductions in technology and hospitality.
3 sector-specific insights
- The top holdings emphasize a strong focus on consumer discretionary, particularly in hospitality and fast food sectors.
- New investments in Nike and luxury goods indicate a strategic interest in expanding into athletic apparel and high-end retail.
- Reductions in technology and hospitality holdings suggest a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- HHH (Howard Hughes Corporation): Real estate sector, focuses on the development and management of commercial, residential, and mixed-use properties.
- GOOG (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- QSR (Restaurant Brands International Inc.): Consumer discretionary sector, operates quick-service restaurant brands such as Burger King and Tim Hortons.
- CMG (Chipotle Mexican Grill, Inc.): Consumer discretionary sector, operates fast-casual Mexican restaurants.
- HLT (Hilton Worldwide Holdings Inc.): Consumer discretionary sector, operates a global portfolio of hotels and resorts.
New Holdings
- NKE (Nike, Inc.): Consumer discretionary sector, designs, develops, and markets athletic footwear, apparel, equipment, and accessories.
- BN (LVMH Moët Hennessy Louis Vuitton): Consumer discretionary sector, engages in the production and sale of luxury goods.
Reduced Holdings
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- CP (Canadian Pacific Railway Limited): Industrials sector, provides rail transportation services.
- GOOG (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- CMG (Chipotle Mexican Grill, Inc.): Consumer discretionary sector, operates fast-casual Mexican restaurants.
- HLT (Hilton Worldwide Holdings Inc.): Consumer discretionary sector, operates a global portfolio of hotels and resorts.
