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Pershing Square USA shares owned by Thomas J. Herzfeld Advisors

Quarter-by-quarter ownership of Pershing Square USA shares owned by Thomas J. Herzfeld Advisors from 13F filings

Historical chart of Thomas J. Herzfeld Advisors investment in Pershing Square USA

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All positions including Pershing Square USA held by Thomas J. Herzfeld Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pershing Square USA by Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 285k 37.38

More positions owned by Thomas J. Herzfeld Advisors

FS Specialty Lending Fund Com Sh Ben Int (FSSL)
PIMCO Dynamic Income Strategy Fund Com Sh Ben Int (PDX)
Fs Global Cr Opportunitie Fda (FSCO)
Highland Floating Rate Opportunities Fund Shs Ben Int (HFRO)
Guggenheim Strategic Opp Fund Com Sbi (GOF)
Herzfeld Caribbean Basin (HERZ)
Pershing Square USA Com Shs
Saba Capital Income & Opport Shs New (BRW)
Sutter Rock Cap Corp
Eagle Point Income Company I (EIC)
Nuveen Floating Rate Income Fund (JFR)
Saba Capital Income & Opportun (SABA)
Columbia Seligm Prem Tech Gr (STK)
PIMCO Dynamic Income SHS (PDI)
Duff & Phelps Global (DPG)

View all positions for Thomas J. Herzfeld Advisors

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