As of the interview, Pershing Square owns Microsoft, Meta and Amazon shares.
Resolved true The record shows it happened or was so.
Factual: Statements about the present or the past, checked against the record: did they hold up?
Said for an organisation they lead or work for; it counts on both records.
What would count as true or false
Judged as of 2026-10-01. True if Pershing Square (its funds, such as PSH or PSUS) held shares or economic exposure in all three of Microsoft, Meta and Amazon at that date, as shown by its latest 13F (for the quarter ended 2026-09-30, or 2026-06-30 if no sale is shown in between) or by its own portfolio disclosures from around that time. Mostly true if all three were held but one was held only through options or derivatives. Mixed if two of the three were held. Mostly false if only one was held. False if none were held at that date.
Set before the research began.
Evidence (4)
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E1 Pershing Square Holdings Ltd (LSE:PSH) (Q3 2026) Earnings Call Highlights: Ackman Says Market ... Yahoo Finance (GuruFocus article) · 4 November 2026
“The portfolio benefits from strong performance in core holdings like Visa, Mastercard, and hyperscalers (Meta, Amazon, Microsoft), with Amazon guiding 40%+ cloud revenue growth”
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E2 Pershing Square USA, Ltd. (“PSUS”, “our”, or the “Company Pershing Square USA, Ltd. · 2 November 2026 Own record
“Microsoft’s share price increased 38% during the third quarter and 25% from our average cost.”
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E3 Pershing Square USA, Ltd. (“PSUS”, “our”, or the “Company Pershing Square USA, Ltd. · 2 November 2026 Own record
“Meta’s share price increased 29% during the third quarter and 19% from our average cost.”
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E4 Bill Ackman Portfolio: Pershing Square 13F Q2 2026 HoldingsIntel · 4 November 2026
“Amazon.com, Inc. | 8.6M | $2B | 10.5%”
Reasoning
PSUS's Q3 2026 portfolio summary gives the third-quarter share-price moves and Pershing Square's average cost for Microsoft (E2) and Meta (E3), which shows both were held positions over the quarter ending 2026-09-30. The Q2 2026 13F summary lists an Amazon position of 8.6M shares (E4). An independent write-up of the Q3 2026 earnings call names Meta, Amazon and Microsoft as core holdings (E1). Together these show all three were held around 2026-10-01, and nothing in the evidence suggests any of them was held only through derivatives.
Cite this claim
Bill Ackman, “As of the interview, Pershing Square owns Microsoft, Meta and Amazon shares.” (said 1 October 2026). Verdict: resolved true. Reliability API, claim c_9b3539bb293d, method 0.1.0+c876030c, dataset release v1.1.2. https://epistacklabs.com/claims/c_9b3539bb293d
This claim is in dataset release v1.1.2, with the same verdict.
Reply to this claim
More factual claims by Bill Ackman
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Resolved false
“the average life of an S&P 500 CEO is probably, I don’t know, 4 years or 3 years, 3 and a half years or something like this.”
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Mostly true
“SpaceX is near monopoly in terms of low-cost space launch.”
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Resolved true
“We created it out of the bankruptcy of General Growth.”
Howard Hughes was created out of the bankruptcy of General Growth as a spinoff of its other assets.
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Resolved true
“2 years later, we emerged from Chapter 11.”
General Growth emerged from Chapter 11 two years after Pershing Square's investment.
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Resolved true
“The company’s got a 4 billion dollar market cap, and the goal is to build it into a trillion-dollar thing over time, compounding.”
Howard Hughes Holdings has a market capitalisation of about $4 billion.
Verdicts are made automatically; how verdicts are made.