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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
+1.96%
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
$5.87B
AUM Growth
+$759M
Cap. Flow
+$727M
Cap. Flow %
12.38%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MDLZ icon
Mondelez International
MDLZ
+$392M
2
NKE icon
Nike
NKE
+$336M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$1.63B 27.74%
26,500,729
– –
ADP icon
2
Automatic Data Processing
ADP
$108B
$1.03B 17.56%
8,798,442
– –
MDLZ icon
3
Mondelez International
MDLZ
$78.9B
$995M 16.95%
23,256,402
+9,328,957
+67% +$392M
CMG icon
4
Chipotle Mexican Grill
CMG
$40.5B
$833M 14.19%
144,123,150
– –
HHH icon
5
Howard Hughes
HHH
$4B
$618M 10.52%
4,935,056
– –
ESI icon
6
Element Solutions
ESI
$9.17B
$401M 6.83%
40,451,506
– –
NKE icon
7
Nike
NKE
$61.3B
$365M 6.22%
+5,836,020
New +$336M

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Bill Ackman's Q4 2017 Portfolio in Review

As of Q4 2017, Bill Ackman held 7 positions worth $5.87B, up 15% from $5.11B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $727M of net new capital in Q4 2017, opening 1 new position and adding to 1 existing holding. Its largest new stake was Nike: 5,836,020 shares worth $365M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 48% of assets, down from 50% a quarter earlier, followed by Technology and Consumer Staples.

  • Bill Ackman's largest Q4 2017 buy was Nike: 5,836,020 shares worth $365M.
  • Bill Ackman added most to Mondelez International in Q4 2017, an estimated $392M increase.
  • Bill Ackman's ten largest holdings make up 100% of its $5.87B portfolio in Q4 2017.
  • Bill Ackman opened 1 new position and closed 0 in Q4 2017.
  • Bill Ackman's portfolio value rose 15% quarter-over-quarter to $5.87B.

Based on Pershing Square Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.