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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
-4.68%
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
$5.11B
AUM Growth
-$900M
Cap. Flow
-$522M
Cap. Flow %
-10.2%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
1
Reduced
2
Closed
1

Top Buys

Rank Stock Value
1
ADP icon
Automatic Data Processing
ADP
+$755M

Top Sells

Rank Stock Value
1
QSR icon
Restaurant Brands International
QSR
+$782M
2
NOMD icon
Nomad Foods
NOMD
+$470M
3
MDLZ icon
Mondelez International
MDLZ
+$24.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 50.45%
2 Technology 18.81%
3 Consumer Staples 11.07%
4 Real Estate 10.85%
5 Materials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$1.69B 33.1%
26,500,729
-12,649,822
-32% -$782M
ADP icon
2
Automatic Data Processing
ADP
$108B
$962M 18.81%
8,798,442
+7,047,575
+403% +$755M
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$887M 17.35%
144,123,150
– –
MDLZ icon
4
Mondelez International
MDLZ
$78.9B
$566M 11.07%
13,927,445
-568,780
-4% -$24.2M
HHH icon
5
Howard Hughes
HHH
$4B
$555M 10.85%
4,935,056
– –
ESI icon
6
Element Solutions
ESI
$9.17B
$451M 8.82%
40,451,506
– –
NOMD icon
7
Nomad Foods
NOMD
$1.59B
– –
-33,333,334
Closed -$470M

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Bill Ackman's Q3 2017 Portfolio in Review

As of Q3 2017, Bill Ackman held 7 positions worth $5.11B, down 15% from $6.01B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $522M in Q3 2017, closing 1 position and reducing 2 holdings. Its most notable exit was Nomad Foods, an estimated $470M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 50% of assets, down from 61% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Bill Ackman added an estimated $755M to Automatic Data Processing.

  • Bill Ackman added most to Automatic Data Processing in Q3 2017, an estimated $755M increase.
  • Bill Ackman's biggest Q3 2017 reduction was Restaurant Brands International, cutting an estimated $782M.
  • Bill Ackman fully exited Nomad Foods in Q3 2017, selling an estimated $470M.
  • Bill Ackman's ten largest holdings make up 100% of its $5.11B portfolio in Q3 2017.
  • Bill Ackman opened 0 new positions and closed 1 in Q3 2017.
  • Bill Ackman's portfolio value fell 15% quarter-over-quarter to $5.11B.

Based on Pershing Square Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.