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
+13.72%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$5.96B
AUM Growth
+$5.96B
(+0.8%)
Cap. Flow
-$607M
Cap. Flow
% of AUM
-10.19%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
2
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Bausch Health
BHC
|
$263M |
| 2 |
Air Products & Chemicals
APD
|
$215M |
| 3 |
Mondelez International
MDLZ
|
$129M |
Sector Composition
| 1 | Consumer Discretionary | 58.15% |
| 2 | Consumer Staples | 20.82% |
| 3 | Materials | 14.01% |
| 4 | Real Estate | 7.02% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Restaurant Brands International
QSR
$20.6B
| $2.18B | 36.61% | 39,150,551 | – | – |
|
2
Chipotle Mexican Grill
CMG
$56.2B
| $1.28B | 21.54% | 2,882,463 | – | – |
|
|
3
Mondelez International
MDLZ
$79B
| $859M | 14.41% | 19,942,225 -3,000,000 | -13% | -$129M |
|
4
Element Solutions
ESI
$6.21B
| $527M | 8.84% | 40,451,506 | – | – |
|
5
Howard Hughes
HHH
$4.5B
| $418M | 7.02% | 3,568,017 | – | – |
|
6
Nomad Foods
NOMD
$2.31B
| $382M | 6.4% | 33,333,334 | – | – |
|
|
7
Air Products & Chemicals
APD
$65.4B
| $308M | 5.18% | 2,280,138 -1,590,622 | -41% | -$215M |
|
|
8
Bausch Health
BHC
$2.7B
| – | – | -18,114,432 | Closed | -$263M |
|