We are live on ! Find out more
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
+12.54%
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
$5.8B
AUM Growth
+$973M
Cap. Flow
+$360M
Cap. Flow %
6.2%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
2
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$698M
2
RTX icon
RTX Corp
RTX
+$323M
3
MDLZ icon
Mondelez International
MDLZ
+$8.65M

Top Sells

Rank Stock Value
1
ADP icon
Automatic Data Processing
ADP
+$471M
2
QSR icon
Restaurant Brands International
QSR
+$199M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 55.78%
2 Consumer Staples 11.56%
3 Industrials 9.78%
4 Technology 9.76%
5 Materials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$1.26B 21.65%
20,843,919
-3,476,376
-14% -$199M
CMG icon
2
Chipotle Mexican Grill
CMG
$40.5B
$1.24B 21.42%
144,123,150
– –
LOW icon
3
Lowe's Companies
LOW
$124B
$737M 12.7%
+7,715,501
New +$698M
MDLZ icon
4
Mondelez International
MDLZ
$78.9B
$671M 11.56%
16,371,713
+215,122
+1% +$8.65M
RTX icon
5
RTX Corp
RTX
$302B
$568M 9.78%
7,215,037
+4,125,354
+134% +$323M
ADP icon
6
Automatic Data Processing
ADP
$108B
$567M 9.76%
4,225,365
-3,716,592
-47% -$471M
ESI icon
7
Element Solutions
ESI
$9.17B
$469M 8.08%
40,451,506
– –
HHH icon
8
Howard Hughes
HHH
$4B
$292M 5.03%
2,312,556
– –

Similar funds

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bill Ackman's Q2 2018 Portfolio in Review

As of Q2 2018, Bill Ackman held 8 positions worth $5.8B, up 20% from $4.83B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $360M of net new capital in Q2 2018, opening 1 new position and adding to 2 existing holdings. Its largest new stake was Lowe's Companies: 7,715,501 shares worth $737M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 56% of assets, up from 48% a quarter earlier, followed by Consumer Staples and Industrials.

On the sell side, the largest reduction was Automatic Data Processing, an estimated $471M trimmed.

  • Bill Ackman's largest Q2 2018 buy was Lowe's Companies: 7,715,501 shares worth $737M.
  • Bill Ackman added most to RTX Corp in Q2 2018, an estimated $323M increase.
  • Bill Ackman's biggest Q2 2018 reduction was Automatic Data Processing, cutting an estimated $471M.
  • Bill Ackman's ten largest holdings make up 100% of its $5.8B portfolio in Q2 2018.
  • Bill Ackman opened 1 new position and closed 0 in Q2 2018.
  • Bill Ackman's portfolio value rose 20% quarter-over-quarter to $5.8B.

Based on Pershing Square Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.