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
+24.06%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$12.6B
AUM Growth
+$12.6B
(+50%)
Cap. Flow
+$3.09B
Cap. Flow
% of AUM
24.52%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
1
Reduced
1
Closed
3
Top Buys
| 1 |
AGN
ALLERGAN INC
AGN
|
$4.79B |
Top Sells
| 1 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$972M |
| 2 |
Canadian Pacific Kansas City
CP
|
$584M |
| 3 |
AIV
Aimco
AIV
|
$113M |
| 4 |
HME
HOME PROPERTIES, INC
HME
|
$28.5M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGN
1
DELISTED
ALLERGAN INC
AGN
| $4.89B | 38.79% | 28,878,538 +28,281,107 | +4,734% | +$4.79B |
|
2
Air Products & Chemicals
APD
$65.5B
| $2.64B | 20.98% | 20,549,076 | – | – |
|
|
3
Canadian Pacific Kansas City
CP
$70B
| $2.52B | 20.04% | 13,938,302 -3,221,586 | -19% | -$584M |
|
|
BKW
4
DELISTED
BURGER KING WORLDWIDE
BKW
| $1.04B | 8.3% | 38,387,865 | – | – |
|
5
Element Solutions
ESI
$6.21B
| $934M | 7.42% | 33,333,330 | – | – |
|
6
Howard Hughes
HHH
$4.5B
| $563M | 4.47% | 3,568,017 | – | – |
|
|
AIV
7
Aimco
AIV
$1.11B
| – | – | -3,749,393 | 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 |
|