Bill Ackman's Pershing Square Capital Management Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
AIR PRODUCTS AND CHEMICALS INC APD 924,464 8.44% 10,095,708 91.57 0 0.00 New investment 100.00%
BEAM INC BEAM 1,313,859 12.00% 20,818,545 63.11 20,818,545 63.54 No change 0.00%
BURGER KING WORLDWIDE INC BKW 748,640 6.84% 38,372,120 19.51 38,372,120 19.10 No change 0.00%
CANADIAN PACIFIC RAILWAY INC CP 2,932,527 26.78% 24,159,888 121.38 24,159,888 130.47 No change 0.00%
GENERAL GROWTH PROPERTIES INC GGP 1,346,970 12.30% 67,789,157 19.87 74,733,712 19.88 Reduce -9.29%
HOWARD HUGHES CORPORATION HHC 399,939 3.65% 3,568,017 112.09 3,568,017 83.81 No change 0.00%
J C PENNEY COMPANY INC JCP 667,414 6.09% 39,075,771 17.08 39,075,771 15.11 No change 0.00%
MATSON INC MATX 5,073 0.05% 202,913 25.00 3,033,985 24.60 Reduce -93.31%
MONDELEZ INTERNATIONAL INC MDLZ 0 0.00% 0 0.00 5,978,956 30.61 Sold out -100.00%
PROCTER AND GAMBLE CO PG 2,613,051 23.86% 33,940,133 76.99 28,904,492 77.06 Add 17.42%
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