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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
+24.06%
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
$12.6B
AUM Growth
+$4.22B
Cap. Flow
+$2.76B
Cap. Flow %
21.92%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
1
Reduced
1
Closed
3

Top Buys

Rank Stock Value
1
AGN
Allergan Inc
AGN
+$4.4B

Top Sells

Rank Stock Value
1
BEAM
BEAM INC COM STK (DE)
BEAM
+$972M
2
CP icon
Canadian Pacific Kansas City
CP
+$528M
3
AIV
Aimco
AIV
+$113M
4
HME
HOME PROPERTIES, INC
HME
+$28.5M

Sector Composition

Rank Sector Weight
1 Healthcare 38.79%
2 Materials 28.4%
3 Industrials 20.04%
4 Consumer Discretionary 8.29%
5 Real Estate 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGN
1
DELISTED
Allergan Inc
AGN
$4.89B 38.79%
28,878,538
+28,281,107
+4,734% +$4.4B
APD icon
2
Air Products & Chemicals
APD
$68.9B
$2.64B 20.98%
22,213,551
– –
CP icon
3
Canadian Pacific Kansas City
CP
$80.8B
$2.52B 20.04%
69,691,510
-16,107,930
-19% -$528M
BKW
4
DELISTED
BURGER KING WORLDWIDE
BKW
$1.04B 8.3%
38,387,865
– –
ESI icon
5
Element Solutions
ESI
$9.17B
$934M 7.42%
33,333,330
– –
HHH icon
6
Howard Hughes
HHH
$4B
$563M 4.47%
3,742,850
– –
AIV
7
Aimco
AIV
$376M
– –
-28,145,959
Closed -$113M
HME
8
DELISTED
HOME PROPERTIES, INC
HME
– –
-473,778
Closed -$28.5M
BEAM
9
DELISTED
BEAM INC COM STK (DE)
BEAM
– –
-11,668,545
Closed -$972M

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Bill Ackman's Q2 2014 Portfolio in Review

As of Q2 2014, Bill Ackman held 9 positions worth $12.6B, up 50% from $8.38B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $2.76B of net new capital in Q2 2014, adding to 1 existing holding.

By sector, the portfolio is most concentrated in Healthcare at 39% of assets, up from 0.88% a quarter earlier, followed by Materials and Industrials.

On the sell side, the largest reduction was Canadian Pacific Kansas City, an estimated $528M trimmed.

  • Bill Ackman added most to Allergan Inc in Q2 2014, an estimated $4.4B increase.
  • Bill Ackman's biggest Q2 2014 reduction was Canadian Pacific Kansas City, cutting an estimated $528M.
  • Bill Ackman fully exited BEAM INC COM STK (DE) in Q2 2014, selling an estimated $972M.
  • Bill Ackman's ten largest holdings make up 100% of its $12.6B portfolio in Q2 2014.
  • Bill Ackman opened 0 new positions and closed 3 in Q2 2014.
  • Bill Ackman's portfolio value rose 50% quarter-over-quarter to $12.6B.

Based on Pershing Square Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.