1. Billionaire investor Bill Ackman of Pershing Square Capital has established a reputation as a long-term investor focusing on undervalued stocks. He recently added to his positions in 2025, despite share price increases.
2. Ackman is emulating Warren Buffett’s strategy by investing in Howard Hughes Holdings and a property casualty insurance company. His goal is to create a modern-day Berkshire Hathaway, following Buffett’s successful approach.
3. Ackman’s hedge fund invested in Uber, Alphabet, and Amazon in the second quarter. He sees potential in these companies due to their strong financial performance, market dominance, and future growth prospects.
4. Uber, with 21% of Pershing Square’s equity portfolio, dominates the U.S. rideshare market and food delivery space, supporting its growth and profitability. Ackman praises CEO Dara Khosrowshahi for transforming the company successfully.
5. Alphabet, representing 15% of Pershing Square’s portfolio, is lauded for its core search, consumer apps, and cloud services. Despite solid financials, the company trades at an attractive valuation according to Ackman.
6. Amazon, making up 9% of Pershing Square’s equity holdings, is praised for its AWS cloud services and e-commerce operations. Ackman believes the company has significant long-term opportunities for growth and margin expansion.
7. Despite stock price appreciation, all three companies – Uber, Alphabet, and Amazon – are considered attractively valued by Ackman, offering potential for further earnings growth and market dominance.

Read more at Nasdaq: Billionaire Bill Ackman Wants to Be the Next Warren Buffett — He Has 45% of His Hedge Fund’s $14 Billion Portfolio Invested in Just 3 Brilliant Stocks