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Bill Ackman

Bill Ackman Pershing Square Capital Management

AUM $13.7B
1-Year Est. Return 13.45%
 

Bill Ackman is the founder and CEO of Pershing Square Capital Management, a New York–based hedge fund. He employs an activist investing approach, seeking to influence the management and direction of the publicly traded companies in which he invests. Frequently in the public eye, Ackman has been noted for both high-profile successes and controversies, such as his well-known short position in Herbalife.

This Fund
S&P 500
This Quarter Est. Return
+0.79%
1 Year Est. Return
+13.45%
3 Year Est. Return
+64.66%
5 Year Est. Return
+90.44%
10 Year Est. Return
+446.13%
AUM
$11B
AUM Growth
–
Cap. Flow
+$11.2B
Cap. Flow %
101.88%
Top 10 Hldgs %
100%
Holding
10
New
10
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$3.04B
2
GGP
GGP Inc.
GGP
+$1.44B
3
BEAM
BEAM INC COM STK (DE)
BEAM
+$1.35B
4
APD icon
Air Products & Chemicals
APD
+$917M
5
BKW
BURGER KING WORLDWIDE
BKW
+$730M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 26.82%
2 Consumer Staples 18.28%
3 Real Estate 15.95%
4 Consumer Discretionary 12.93%
5 Materials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$80.8B
$2.93B 26.78%
+120,799,440
New +$3.04B
PG icon
2
CALL
Procter & Gamble
PG
$338B
$1.92B 17.57%
+25,000,000
New +$1.96B
GGP
3
DELISTED
GGP Inc.
GGP
$1.35B 12.3%
+67,789,157
New +$1.44B
BEAM
4
DELISTED
BEAM INC COM STK (DE)
BEAM
$1.31B 12%
+20,818,545
New +$1.35B
APD icon
5
Air Products & Chemicals
APD
$68.9B
$924M 8.44%
+10,913,460
New +$917M
BKW
6
DELISTED
BURGER KING WORLDWIDE
BKW
$749M 6.84%
+38,372,120
New +$730M
PG icon
7
Procter & Gamble
PG
$338B
$688M 6.28%
+8,940,133
New +$702M
JCP
8
DELISTED
J.C. Penney Company, Inc.
JCP
$667M 6.09%
+39,075,771
New +$658M
HHH icon
9
Howard Hughes
HHH
$4B
$400M 3.65%
+3,742,850
New +$352M
MATX icon
10
Matsons
MATX
$6.11B
$5.07M 0.05%
+202,913
New +$4.96M

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Bill Ackman's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Bill Ackman, which disclosed 10 positions worth $11B. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Canadian Pacific Kansas City: 120,799,440 shares worth $2.93B.

By sector, the portfolio is most concentrated in Industrials at 27% of assets, followed by Consumer Staples and Real Estate.

  • Bill Ackman's largest Q2 2013 buy was Canadian Pacific Kansas City: 120,799,440 shares worth $2.93B.
  • Bill Ackman's ten largest holdings make up 100% of its $11B portfolio in Q2 2013.
  • Bill Ackman disclosed 10 positions in Q2 2013, its first 13F filing on record.

Based on Pershing Square Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.