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Bill Ackman

Bill Ackman Pershing Square Capital Management

AUM $13.7B
1-Year Est. Return 13.45%
 

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 Fund
S&P 500
This Quarter Est. Return
+13.72%
1 Year Est. Return
+13.45%
3 Year Est. Return
+64.66%
5 Year Est. Return
+90.44%
10 Year Est. Return
+446.13%
AUM
$5.96B
AUM Growth
+$47.5M
Cap. Flow
-$620M
Cap. Flow %
-10.4%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
2
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
BHC icon
Bausch Health
BHC
+$263M
2
APD icon
Air Products & Chemicals
APD
+$224M
3
MDLZ icon
Mondelez International
MDLZ
+$133M

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$2.18B 36.61%
39,150,551
– –
CMG icon
2
Chipotle Mexican Grill
CMG
$40.5B
$1.28B 21.54%
144,123,150
– –
MDLZ icon
3
Mondelez International
MDLZ
$78.9B
$859M 14.41%
19,942,225
-3,000,000
-13% -$133M
ESI icon
4
Element Solutions
ESI
$9.17B
$527M 8.84%
40,451,506
– –
HHH icon
5
Howard Hughes
HHH
$4B
$418M 7.02%
3,742,850
– –
NOMD icon
6
Nomad Foods
NOMD
$1.59B
$382M 6.4%
33,333,334
– –
APD icon
7
Air Products & Chemicals
APD
$68.9B
$308M 5.18%
2,280,138
-1,590,622
-41% -$224M
BHC icon
8
Bausch Health
BHC
$2.33B
– –
-18,114,432
Closed -$263M

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Bill Ackman's Q1 2017 Portfolio in Review

As of Q1 2017, Bill Ackman held 8 positions worth $5.96B, up 0.8% from $5.91B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $620M in Q1 2017, closing 1 position and reducing 2 holdings. Its most notable exit was Bausch Health, an estimated $263M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 58% of assets, up from 50% a quarter earlier, followed by Consumer Staples and Materials.

  • Bill Ackman's biggest Q1 2017 reduction was Air Products & Chemicals, cutting an estimated $224M.
  • Bill Ackman fully exited Bausch Health in Q1 2017, selling an estimated $263M.
  • Bill Ackman's ten largest holdings make up 100% of its $5.96B portfolio in Q1 2017.
  • Bill Ackman opened 0 new positions and closed 1 in Q1 2017.
  • Bill Ackman's portfolio value rose 0.8% quarter-over-quarter to $5.96B.

Based on Pershing Square Capital Management's 13F filing for Q1 2017, filed 15 May 2017.