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
-7.17%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$8.85B
AUM Growth
+$8.85B
(-29%)
Cap. Flow
-$2.21B
Cap. Flow
% of AUM
-24.94%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
2
Reduced
2
Closed
–
Top Buys
| 1 |
Nomad Foods
NOMD
|
$300M |
| 2 |
Bausch Health
BHC
|
$132M |
| 3 |
Restaurant Brands International
QSR
|
$44.5M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$1.87B |
| 2 |
Mondelez International
MDLZ
|
$819M |
Sector Composition
| 1 | Healthcare | 27.36% |
| 2 | Industrials | 20.89% |
| 3 | Consumer Discretionary | 17.17% |
| 4 | Materials | 16.52% |
| 5 | Consumer Staples | 13.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Zoetis
ZTS
$68.9B
| $1.85B | 20.94% | 41,823,145 | – | – |
|
2
Canadian Pacific Kansas City
CP
$70B
| $1.85B | 20.89% | 13,940,890 | – | – |
|
|
3
Restaurant Brands International
QSR
$20.6B
| $1.52B | 17.17% | 39,150,551 +1,146,567 | +3% | +$44.5M |
|
|
4
Air Products & Chemicals
APD
$65.5B
| $1.09B | 12.37% | 7,601,140 -12,947,936 | -63% | -$1.87B |
|
|
5
Mondelez International
MDLZ
$79B
| $920M | 10.4% | 22,942,225 -20,424,117 | -47% | -$819M |
|
|
6
Bausch Health
BHC
$2.7B
| $568M | 6.41% | 21,591,122 +5,000,000 | +30% | +$132M |
|
7
Howard Hughes
HHH
$4.5B
| $378M | 4.27% | 3,568,017 | – | – |
|
8
Element Solutions
ESI
$6.21B
| $368M | 4.15% | 42,737,394 | – | – |
|
|
9
Nomad Foods
NOMD
$2.31B
| $300M | 3.39% | +33,333,334 | New | +$300M |
|