"Pershing Square generally holds a small number of stocks, so it's easy to track what's happening. The fund exited its longtime position in Chipotle Mexican Grill last year, which was its top holding for a long time, as well as some newer positions, and it initiated a position in Amazon. It also just revealed that it has taken a position in Meta Platforms , which now accounts for 10% of its capital."
"Digging deeper, Ackman sees robust opportunities in monetizing the user base with artificial intelligence (AI). Since Meta's product is social media, it has rich insight into user preferences and behavior, which it leverages into precise, relevant ad campaigns. AI also facilitates a self-service model with easy, automated ad generation. The company said that Meta is an "essential platform for businesses seeking to maximize their return on ad spend.""
Pershing Square exited a longtime Chipotle stake, added Amazon, and took a position in Meta Platforms that now represents 10% of the fund’s capital. Meta has a user base exceeding 3.5 billion and reported daily active users up 7% year over year in fourth-quarter 2025. Revenue grew 22% in 2025. Pershing Square cites AI-enabled monetization opportunities, leveraging social product data for precise ad targeting and automated, self-service ad creation to improve return on ad spend. Meta operates a social media segment and Reality Labs, and benefits from founder-led management and multiple revenue streams.
Read at The Motley Fool
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