Bill Ackman Pershing Square Capital Management
AUM
$13.7B
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 Quarter Return
+4.03%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$8.39B
AUM Growth
+$8.39B
(-7.1%)
Cap. Flow
-$821M
Cap. Flow
% of AUM
-9.79%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
1
Reduced
3
Closed
2
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$1.11B |
Top Sells
| 1 |
JCP
J.C. Penney Company, Inc.
JCP
|
$667M |
| 2 |
GGP
GGP Inc.
GGP
|
$619M |
| 3 |
Procter & Gamble
PG
|
$515M |
| 4 |
Canadian Pacific Kansas City
CP
|
$128M |
| 5 |
Matsons
MATX
|
$5.07M |
Sector Composition
| 1 | Industrials | 34% |
| 2 | Materials | 26.11% |
| 3 | Consumer Staples | 17.96% |
| 4 | Real Estate | 12.99% |
| 5 | Consumer Discretionary | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Canadian Pacific Kansas City
CP
$70B
| $2.85B | 27.75% | 23,125,192 -1,034,696 | -4% | -$128M |
|
|
2
Air Products & Chemicals
APD
$65.4B
| $2.19B | 21.31% | 20,545,284 +10,449,576 | +104% | +$1.11B |
|
|
BEAM
3
DELISTED
BEAM INC COM STK (DE)
BEAM
| $1.35B | 13.1% | 20,818,545 | – | – |
|
|
BKW
4
DELISTED
BURGER KING WORLDWIDE
BKW
| $749M | 7.29% | 38,372,120 | – | – |
|
|
GGP
5
DELISTED
GGP Inc.
GGP
| $688M | 6.7% | 35,681,182 -32,107,975 | -47% | -$619M |
|
6
Howard Hughes
HHH
$4.5B
| $401M | 3.9% | 3,568,017 | – | – |
|
|
7
Procter & Gamble
PG
$367B
| $161M | 1.56% | 2,123,893 -6,816,240 | -76% | -$515M |
|
|
8
Matsons
MATX
$3.32B
| – | – | -202,913 | Closed | -$5.07M |
|
|
JCP
9
DELISTED
J.C. Penney Company, Inc.
JCP
| – | – | -39,075,771 | Closed | -$667M |
|