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
+9.44%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$16B
AUM Growth
+$16B
(+19%)
Cap. Flow
+$1.64B
Cap. Flow
% of AUM
10.21%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
2
Reduced
1
Closed
1
Top Buys
| 1 |
Zoetis
ZTS
|
$1.55B |
| 2 |
Restaurant Brands International
QSR
|
$1.48B |
| 3 |
Element Solutions
ESI
|
$218M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
$1.14B |
| 2 |
AGN
ALLERGAN INC
AGN
|
$477M |
Sector Composition
| 1 | Healthcare | 46.45% |
| 2 | Materials | 24.66% |
| 3 | Industrials | 16.74% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Real Estate | 2.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGN
1
DELISTED
ALLERGAN INC
AGN
| $5.66B | 35.3% | 26,635,978 -2,242,560 | -8% | -$477M |
|
2
Air Products & Chemicals
APD
$65.5B
| $2.96B | 18.47% | 20,549,076 | – | – |
|
3
Canadian Pacific Kansas City
CP
$70B
| $2.69B | 16.74% | 13,940,890 | – | – |
|
|
4
Zoetis
ZTS
$68.9B
| $1.79B | 11.15% | 41,569,646 +36,032,784 | +651% | +$1.55B |
|
|
5
Restaurant Brands International
QSR
$20.6B
| $1.48B | 9.25% | +38,003,984 | New | +$1.48B |
|
|
6
Element Solutions
ESI
$6.21B
| $992M | 6.19% | 42,737,394 +9,404,064 | +28% | +$218M |
|
7
Howard Hughes
HHH
$4.5B
| $465M | 2.9% | 3,568,017 | – | – |
|
|
BKW
8
DELISTED
BURGER KING WORLDWIDE
BKW
| – | – | -38,387,865 | Closed | -$1.14B |
|