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
+12.86%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$15B
AUM Growth
+$15B
(-6.7%)
Cap. Flow
-$1.38B
Cap. Flow
% of AUM
-9.23%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
2
Increased
1
Reduced
–
Closed
1
Top Buys
| 1 |
Bausch Health
BHC
|
$3.87B |
| 2 |
AGN
Allergan plc
AGN
|
$401M |
| 3 |
Zoetis
ZTS
|
$11.7M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$5.66B |
Sector Composition
| 1 | Healthcare | 41.45% |
| 2 | Materials | 28.09% |
| 3 | Industrials | 17.01% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Real Estate | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bausch Health
BHC
$2.7B
| $3.87B | 25.84% | +19,473,933 | New | +$3.87B |
|
2
Air Products & Chemicals
APD
$65.5B
| $3.11B | 20.77% | 20,549,076 | – | – |
|
3
Canadian Pacific Kansas City
CP
$70B
| $2.55B | 17.01% | 13,940,890 | – | – |
|
|
4
Zoetis
ZTS
$68.9B
| $1.94B | 12.93% | 41,823,145 +253,499 | +0.6% | +$11.7M |
|
5
Restaurant Brands International
QSR
$20.6B
| $1.46B | 9.75% | 38,003,984 | – | – |
|
6
Element Solutions
ESI
$6.21B
| $1.1B | 7.33% | 42,737,394 | – | – |
|
7
Howard Hughes
HHH
$4.5B
| $553M | 3.69% | 3,568,017 | – | – |
|
|
AGN
8
DELISTED
Allergan plc
AGN
| $401M | 2.68% | +1,348,358 | New | +$401M |
|
|
AGN
9
DELISTED
ALLERGAN INC
AGN
| – | – | -26,635,978 | Closed | -$5.66B |
|