Bill Ackman's Hertz Stake Is Starting To Look Like His Next Chipotle Moment

Benzinga_recent_news11-05

When billionaire Bill Ackman quietly built a $104 million position in Hertz Global Holdings Inc. (NASDAQ:HTZ) this summer, few noticed. It was a small 0.76% slice of Pershing Square Capital's ...

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(NASDAQ:HTZ) this summer, few noticed. It was a small 0.76% slice of Pershing Square Capital's ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/11/48631975/bill-ackmans-hertz-stake-is-starting-to-look-like-his-next-chipotle-moment\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2065171311.SGD","symbol_name":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","start_time":0,"source_url":"https://www.benzinga.com/trading-ideas/movers/25/11/48631975/bill-ackmans-hertz-stake-is-starting-to-look-like-his-next-chipotle-moment","article_id":"2581686197","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/04/Hertz.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/trading-ideas/movers/25/11/48631975/bill-ackmans-hertz-stake-is-starting-to-look-like-his-next-chipotle-moment","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2581686197","pubTimestamp":1762281780,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Bill Ackman's investment in Hertz may be the next Chipotle moment as the rental-car company sees a surprise profit and a 40% stock surge.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1548497426.USD":"安联环球人工智能AT Acc","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","BK4504":"桥水持仓","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","BK4585":"ETF&股票定投概念","HLT":"希尔顿酒店","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1721429402.USD":"BNP PARIBAS SMART FOOD \"C\" (USD) ACC","LU1721429741.USD":"BNP PARIBAS SMART FOOD \"CRH\" (USD) INC","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4566":"资本集团","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4022":"陆运","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4230":"旅客陆运","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4209":"餐馆","BK4588":"碎股","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4142":"酒店、度假村与豪华游轮","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","HTZ":"赫兹租车","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC"},"translate_title":"比尔·阿克曼(Bill Ackman)持有的赫兹股份开始看起来像是他的下一个Chipotle时刻","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HTZ":1,"HLT":1},"content_text":"When billionaire Bill Ackman quietly built a $104 million position in Hertz Global Holdings Inc. (NASDAQ:HTZ) this summer, few noticed. It was a small 0.76% slice of Pershing Square Capital's portfolio — easy to miss next to his billion-dollar stakes in Chipotle Mexican Grill Inc (NYSE:CMG) and Hilton Hotels Corp (NYSE:HLT).\nBut after Hertz shocked Wall Street with its first profit in nearly two years, that \"small\" position suddenly looks a lot like a familiar Ackman setup: the Chipotle moment playbook all over again.\nRead Also: Hertz Short Squeeze: The New Reddit Stock Play?\nIn 2016, Ackman bet on Chipotle when it was the most toxic brand in America — food safety scandals, plummeting sales, and a stock no one wanted to touch. His move wasn't about catching a bounce; it was about backing a fixable business. He pushed for leadership changes, operational discipline, and menu simplicity. Within a few years, Chipotle's stock had exploded more than 600%.\nFast-forward to 2025: Hertz fits the same contrarian mold. Once a pandemic-era bankruptcy meme, the rental-car giant stumbled again after its failed EV pivot. But under new CEO Gil West, Hertz is finally finding its footing. The company just posted 12 cents EPS on $2.48 billion in revenue, marking its first profit since 2023 — and igniting a 40% single-day surge.\nAckman's advantage has always been seeing value in businesses that look unsalvageable but have good bones. Like Chipotle, Hertz still has a powerful brand, recurring demand, and operational leverage that magnify minor improvements. And with 43% short interest, it has something else Chipotle once had — a wall of disbelief.\nAs West puts it, Hertz's turnaround comes from \"back-to-basics\" execution — cutting fleet costs, refreshing cars, and focusing on profitable routes instead of flashy bets. It's the kind of operational work Ackman loves to back and let compound quietly.\nAckman didn't buy Hertz for the headlines — but now the story's catching up to him. Just as Chipotle's recovery started as a whisper, Hertz's might too. The market still sees a meme stock; Ackman sees a cash-flow machine in rehab. If history repeats, this could be his next 10x patience play.\nRead Next: \nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2581686197","isCrawlerRequest":true}