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Pershing Square USA shares owned by Ovata Capital Management

Quarter-by-quarter ownership of Pershing Square USA shares owned by Ovata Capital Management from 13F filings

Historical chart of Ovata Capital Management investment in Pershing Square USA

Tip: Access up to 7 years of quarterly data

All positions including Pershing Square USA held by Ovata Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pershing Square USA by Ovata Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.3M 115k 37.38

More positions owned by Ovata Capital Management

Seagate HDD Cayman Note 3.500% 6/0
WEC Energy Group Note 4.375% 6/0
PPL Capital Funding Note 2.875% 3/1
Cloudflare Note 8/1
HDFC Bank Sponsored Ads (HDB)
Ryanair Holdings Sponsored Ads (RYAAY)
Wayfair Note 3.250% 9/1
Pinnacle West Capital Corp Note 4.750% 6/1
Akamai Technologies Note 0.375% 9/0
Ormat Technologies Note 2.500% 7/1
EchoStar Corp Note 3.875%11/3
Southern Co/The Note 4.500% 6/1
iShares Bitcoin Trust ETF Shs Ben Int (IBIT)
Alibaba Group Holding Note 0.500% 6/0
Etsy Note 0.125%10/0

View all positions for Ovata Capital Management

Top funds holding Pershing Square USA

Harel Insurance Investments & Financial Services
Migdal Insurance & Financial Holdings
Cooper Investors Pty
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management
Ovata Capital Management
Banco BTG Pactual
Berson & Corrado Investment Advisors
Shaker Financial Services
Independent Investors
Stratos Wealth Partners
Janney Montgomery Scott
Cascade Investment Group
Institute For Wealth Management
HighTower Advisors

View all funds holding Pershing Square USA