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
-0.79%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$5.91B
AUM Growth
+$5.91B
(+9.2%)
Cap. Flow
+$642M
Cap. Flow
% of AUM
10.86%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
1
Reduced
3
Closed
1
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$878M |
Top Sells
| 1 |
Zoetis
ZTS
|
$141M |
| 2 |
Bausch Health
BHC
|
$50.5M |
| 3 |
Element Solutions
ESI
|
$22.4M |
| 4 |
Air Products & Chemicals
APD
|
$22.2M |
Sector Composition
| 1 | Consumer Discretionary | 49.95% |
| 2 | Consumer Staples | 22.59% |
| 3 | Materials | 16.13% |
| 4 | Real Estate | 6.88% |
| 5 | Healthcare | 4.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Restaurant Brands International
QSR
$20.6B
| $1.87B | 31.56% | 39,150,551 | – | – |
|
|
2
Chipotle Mexican Grill
CMG
$56.2B
| $1.09B | 18.39% | 2,882,463 +2,328,250 | +420% | +$878M |
|
3
Mondelez International
MDLZ
$79B
| $1.02B | 17.2% | 22,942,225 | – | – |
|
|
4
Air Products & Chemicals
APD
$65.5B
| $557M | 9.41% | 3,870,760 -154,380 | -4% | -$22.2M |
|
5
Howard Hughes
HHH
$4.5B
| $407M | 6.88% | 3,568,017 | – | – |
|
|
6
Element Solutions
ESI
$6.21B
| $397M | 6.71% | 40,451,506 -2,285,888 | -5% | -$22.4M |
|
7
Nomad Foods
NOMD
$2.31B
| $319M | 5.39% | 33,333,334 | – | – |
|
|
8
Bausch Health
BHC
$2.7B
| $263M | 4.45% | 18,114,432 -3,476,690 | -16% | -$50.5M |
|
|
9
Zoetis
ZTS
$68.9B
| – | – | -2,717,719 | Closed | -$141M |
|