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The popular portfolio manager is betting the momentum from the economic reopening will persist.
Bill Ackman runs a concentrated portfolio with four stocks making up over 70%. Lowe's (LOW -0.49%) and Chipotle Mexican Grill (CMG 2.15%) are among his top holdings.
*Stock prices used were the afternoon prices of Feb. 1, 2023. The video was published on Feb. 3, 2023.
Parkev Tatevosian, CFA has positions in Chipotle Mexican Grill. The Motley Fool has positions in and recommends Chipotle Mexican Grill. The Motley Fool recommends Lowe's Companies and Restaurant Brands International. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
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