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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
+11.95%
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
$8.23B
AUM Growth
-$2.04B
Cap. Flow
-$3.03B
Cap. Flow %
-36.78%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
2
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
APD icon
Air Products & Chemicals
APD
+$413K
2
BKW
BURGER KING WORLDWIDE
BKW
+$325K

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$859M
2
GGP
GGP Inc.
GGP
+$166M
3
PG icon
Procter & Gamble
PG
+$113M

Sector Composition

Rank Sector Weight
1 Industrials 31.55%
2 Materials 27.91%
3 Consumer Staples 17.95%
4 Real Estate 11.94%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$80.8B
$2.6B 31.55%
85,799,440
-29,826,520
-26% -$859M
APD icon
2
Air Products & Chemicals
APD
$68.9B
$2.3B 27.91%
22,213,551
+4,099
+0% +$413K
BEAM
3
DELISTED
BEAM INC COM STK (DE)
BEAM
$1.42B 17.21%
20,818,545
– –
BKW
4
DELISTED
BURGER KING WORLDWIDE
BKW
$878M 10.66%
38,387,865
+15,745
+0% +$325K
GGP
5
DELISTED
GGP Inc.
GGP
$554M 6.74%
27,624,282
-8,056,900
-23% -$166M
HHH icon
6
Howard Hughes
HHH
$4B
$429M 5.21%
3,742,850
– –
PG icon
7
Procter & Gamble
PG
$338B
$60.2M 0.73%
739,605
-1,384,288
-65% -$113M
PG icon
8
CALL
Procter & Gamble
PG
$338B
– –
-25,000,000
Closed -$1.89B

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Bill Ackman's Q4 2013 Portfolio in Review

As of Q4 2013, Bill Ackman held 8 positions worth $8.23B, down 20% from $10.3B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $3.03B in Q4 2013, closing 1 position and reducing 3 holdings. Its largest reduction was Canadian Pacific Kansas City, cutting an estimated $859M.

By sector, the portfolio is most concentrated in Industrials at 32% of assets, up from 28% a quarter earlier, followed by Materials and Consumer Staples.

Against the trend, Bill Ackman added an estimated $413K to Air Products & Chemicals.

  • Bill Ackman added most to Air Products & Chemicals in Q4 2013, an estimated $413K increase.
  • Bill Ackman's biggest Q4 2013 reduction was Canadian Pacific Kansas City, cutting an estimated $859M.
  • Bill Ackman's ten largest holdings make up 100% of its $8.23B portfolio in Q4 2013.
  • Bill Ackman opened 0 new positions and closed 1 in Q4 2013.
  • Bill Ackman's portfolio value fell 20% quarter-over-quarter to $8.23B.

Based on Pershing Square Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.