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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
+9.61%
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
$16B
AUM Growth
+$2.62B
Cap. Flow
+$1.57B
Cap. Flow %
9.79%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
2
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$1.46B
2
QSR icon
Restaurant Brands International
QSR
+$1.46B
3
ESI icon
Element Solutions
ESI
+$233M

Top Sells

Rank Stock Value
1
BKW
BURGER KING WORLDWIDE
BKW
+$1.14B
2
AGN
Allergan Inc
AGN
+$446M

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
AGN
1
DELISTED
Allergan Inc
AGN
$5.66B 35.3%
26,635,978
-2,242,560
-8% -$446M
APD icon
2
Air Products & Chemicals
APD
$68.9B
$2.96B 18.47%
22,213,551
– –
CP icon
3
Canadian Pacific Kansas City
CP
$80.8B
$2.69B 16.74%
69,704,450
– –
ZTS icon
4
Zoetis
ZTS
$31.1B
$1.79B 11.15%
41,569,646
+36,032,784
+651% +$1.46B
QSR icon
5
Restaurant Brands International
QSR
$25.6B
$1.48B 9.25%
+38,003,984
New +$1.46B
ESI icon
6
Element Solutions
ESI
$9.17B
$992M 6.19%
42,737,394
+9,404,064
+28% +$233M
HHH icon
7
Howard Hughes
HHH
$4B
$465M 2.9%
3,742,850
– –
BKW
8
DELISTED
BURGER KING WORLDWIDE
BKW
– –
-38,387,865
Closed -$1.14B

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Bill Ackman's Q4 2014 Portfolio in Review

As of Q4 2014, Bill Ackman held 8 positions worth $16B, up 19% from $13.4B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $1.57B of net new capital in Q4 2014, opening 1 new position and adding to 2 existing holdings. Its largest new stake was Restaurant Brands International: 38,003,984 shares worth $1.48B.

By sector, the portfolio is most concentrated in Healthcare at 46% of assets, up from 40% a quarter earlier, followed by Materials and Industrials.

On the sell side, the largest reduction was Allergan Inc, an estimated $446M trimmed.

  • Bill Ackman's largest Q4 2014 buy was Restaurant Brands International: 38,003,984 shares worth $1.48B.
  • Bill Ackman added most to Zoetis in Q4 2014, an estimated $1.46B increase.
  • Bill Ackman's biggest Q4 2014 reduction was Allergan Inc, cutting an estimated $446M.
  • Bill Ackman fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $1.14B.
  • Bill Ackman's ten largest holdings make up 100% of its $16B portfolio in Q4 2014.
  • Bill Ackman opened 1 new position and closed 1 in Q4 2014.
  • Bill Ackman's portfolio value rose 19% quarter-over-quarter to $16B.

Based on Pershing Square Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.