When we take a look at the SEC filing from William Ackman and Pershing Square Capital Management LP we see that they have done some minor changes in the stock portfolio.
One stock is out and that is Mondelez Intl so just like Warren Buffett they decided to kick it out only difference is that Warren did not manage to sell all his shares.
The new stock is:
Air Products and Chemicals Inc - They supply industrial gases, performance materials, equipment and technology. We are the world’s largest supplier of hydrogen and helium and have built leading global supply positions in growth markets such as semiconductor materials, refinery hydrogen, coal gasification, natural gas liquefaction, and advanced coatings and adhesives. Here is a very nice analysis of the company from a fellow blogger of mine.
It must also be mentioned that he significantly decreased the stocks that he had in Procter & Gamble but he has placed a huge call option on it.
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