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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
+5.73%
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
$6.01B
AUM Growth
+$53.8M
Cap. Flow
-$236M
Cap. Flow %
-3.92%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
1
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
ADP icon
Automatic Data Processing
ADP
+$177M
2
HHH icon
Howard Hughes
HHH
+$141M

Top Sells

Rank Stock Value
1
APD icon
Air Products & Chemicals
APD
+$308M
2
MDLZ icon
Mondelez International
MDLZ
+$246M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 60.65%
2 Consumer Staples 18.23%
3 Real Estate 9.61%
4 Materials 8.53%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$2.45B 40.71%
39,150,551
– –
CMG icon
2
Chipotle Mexican Grill
CMG
$40.5B
$1.2B 19.94%
144,123,150
– –
MDLZ icon
3
Mondelez International
MDLZ
$78.9B
$626M 10.41%
14,496,225
-5,446,000
-27% -$246M
HHH icon
4
Howard Hughes
HHH
$4B
$578M 9.61%
4,935,056
+1,192,206
+32% +$141M
ESI icon
5
Element Solutions
ESI
$9.17B
$513M 8.53%
40,451,506
– –
NOMD icon
6
Nomad Foods
NOMD
$1.59B
$470M 7.82%
33,333,334
– –
ADP icon
7
Automatic Data Processing
ADP
$108B
$179M 2.98%
+1,750,867
New +$177M
APD icon
8
Air Products & Chemicals
APD
$68.9B
– –
-2,280,138
Closed -$308M

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Bill Ackman's Q2 2017 Portfolio in Review

As of Q2 2017, Bill Ackman held 8 positions worth $6.01B, up 0.9% from $5.96B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $236M in Q2 2017, closing 1 position and reducing 1 holding. Its most notable exit was Air Products & Chemicals, an estimated $308M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 61% of assets, up from 58% a quarter earlier, followed by Consumer Staples and Real Estate.

Against the trend, Bill Ackman opened a new position in Automatic Data Processing worth $179M.

  • Bill Ackman's largest Q2 2017 buy was Automatic Data Processing: 1,750,867 shares worth $179M.
  • Bill Ackman added most to Howard Hughes in Q2 2017, an estimated $141M increase.
  • Bill Ackman's biggest Q2 2017 reduction was Mondelez International, cutting an estimated $246M.
  • Bill Ackman fully exited Air Products & Chemicals in Q2 2017, selling an estimated $308M.
  • Bill Ackman's ten largest holdings make up 100% of its $6.01B portfolio in Q2 2017.
  • Bill Ackman opened 1 new position and closed 1 in Q2 2017.
  • Bill Ackman's portfolio value rose 0.9% quarter-over-quarter to $6.01B.

Based on Pershing Square Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.