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This reel discusses Bill Ackman's recent sale of 95% of his Google (GOOGL) stake, highlighting his continue...

Jun 19, 2026

This reel discusses Bill Ackman's recent sale of 95% of his Google (GOOGL) stake, highlighting his continued investment in Restaurant Brands International (RBI) as a core portfolio anchor. The video explains RBI's franchise model and international expansion potential, contrasting it with the uncertainty in the tech sector.

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QSRBullishHigh ConvictionSignal-backedPrimary

Restaurant Brands International (RBI) is a top five holding for Bill Ackman's fund, valued at nearly $2 billion, due to its franchise model and international growth potential.

GOOGLBearishHigh ConvictionSignal-backedSecondary

Bill Ackman's fund sold 95% of its Google stake, a position built in 2023, despite Google's prominence in the AI race.

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Tracked calls opened from this post

GOOGL
sell opened Jun 19, 2026
+2.95%
QSR
buy opened Jun 19, 2026
+0.71%