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
+1.96%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$5.87B
AUM Growth
+$5.87B
(+15%)
Cap. Flow
+$764M
Cap. Flow
% of AUM
13.01%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Mondelez International
MDLZ
|
$399M |
| 2 |
Nike
NKE
|
$365M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 48.14% |
| 2 | Technology | 17.56% |
| 3 | Consumer Staples | 16.95% |
| 4 | Real Estate | 10.52% |
| 5 | Materials | 6.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Restaurant Brands International
QSR
$20.6B
| $1.63B | 27.74% | 26,500,729 | – | – |
|
2
Automatic Data Processing
ADP
$123B
| $1.03B | 17.56% | 8,798,442 | – | – |
|
|
3
Mondelez International
MDLZ
$79B
| $995M | 16.95% | 23,256,402 +9,328,957 | +67% | +$399M |
|
4
Chipotle Mexican Grill
CMG
$56.2B
| $833M | 14.19% | 2,882,463 | – | – |
|
5
Howard Hughes
HHH
$4.5B
| $618M | 10.52% | 4,704,534 | – | – |
|
6
Element Solutions
ESI
$6.21B
| $401M | 6.83% | 40,451,506 | – | – |
|
|
7
Nike
NKE
$115B
| $365M | 6.22% | +5,836,020 | New | +$365M |
|