OCM
PSUS

Ovata Capital Management’s Pershing Square USA PSUS Stock Holding History

Ovata Capital Management’s Portfolio PSUS Stock Details PSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.3M Buy
+115,073
New +$4.6M 0.32% 34

Other funds holding PSUS

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ovata Capital Management's PSUS Position: Q2 2026 in Review

Ovata Capital Management opened a new position in Pershing Square USA (PSUS) in Q2 2026: 115,073 shares worth $4.3M. The stake represents 0.32% of the portfolio and ranks #34 among its holdings.

28 funds tracked by Wall St. Rank hold PSUS as of Q2 2026.

  • Ovata Capital Management held 115,073 shares of Pershing Square USA worth $4.3M as of Q2 2026.
  • Pershing Square USA was a new Ovata Capital Management position in Q2 2026.
  • Pershing Square USA made up 0.32% of Ovata Capital Management's portfolio in Q2 2026, its #34 holding.
  • 28 funds tracked by Wall St. Rank held Pershing Square USA as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.