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
+7.88%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$5.41B
AUM Growth
+$5.41B
(-28%)
Cap. Flow
-$2.53B
Cap. Flow
% of AUM
-46.74%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
–
Reduced
2
Closed
1
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$235M |
Top Sells
| 1 |
Canadian Pacific Kansas City
CP
|
$1.27B |
| 2 |
Zoetis
ZTS
|
$960M |
| 3 |
Air Products & Chemicals
APD
|
$538M |
Sector Composition
| 1 | Consumer Discretionary | 36.58% |
| 2 | Consumer Staples | 25.89% |
| 3 | Materials | 17.58% |
| 4 | Healthcare | 12.4% |
| 5 | Real Estate | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Restaurant Brands International
QSR
$20.6B
| $1.75B | 32.24% | 39,150,551 | – | – |
|
2
Mondelez International
MDLZ
$79B
| $1.01B | 18.61% | 22,942,225 | – | – |
|
|
3
Air Products & Chemicals
APD
$65.5B
| $605M | 11.18% | 4,025,140 -3,576,000 | -47% | -$538M |
|
4
Bausch Health
BHC
$2.7B
| $530M | 9.79% | 21,591,122 | – | – |
|
5
Howard Hughes
HHH
$4.5B
| $409M | 7.55% | 3,568,017 | – | – |
|
6
Nomad Foods
NOMD
$2.31B
| $394M | 7.28% | 33,333,334 | – | – |
|
7
Element Solutions
ESI
$6.21B
| $347M | 6.4% | 42,737,394 | – | – |
|
|
8
Chipotle Mexican Grill
CMG
$56.2B
| $235M | 4.34% | +554,213 | New | +$235M |
|
|
9
Zoetis
ZTS
$68.9B
| $141M | 2.61% | 2,717,719 -18,455,469 | -87% | -$960M |
|
|
10
Canadian Pacific Kansas City
CP
$70B
| – | – | -9,840,890 | Closed | -$1.27B |
|