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
+12.54%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$5.8B
AUM Growth
+$5.8B
(+20%)
Cap. Flow
+$363M
Cap. Flow
% of AUM
6.25%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
2
Reduced
2
Closed
–
Top Buys
| 1 |
Lowe's Companies
LOW
|
$737M |
| 2 |
RTX Corp
RTX
|
$325M |
| 3 |
Mondelez International
MDLZ
|
$8.82M |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$499M |
| 2 |
Restaurant Brands International
QSR
|
$210M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Restaurant Brands International
QSR
$20.6B
| $1.26B | 21.65% | 20,843,919 -3,476,376 | -14% | -$210M |
|
2
Chipotle Mexican Grill
CMG
$56.2B
| $1.24B | 21.42% | 2,882,463 | – | – |
|
|
3
Lowe's Companies
LOW
$144B
| $737M | 12.7% | +7,715,501 | New | +$737M |
|
|
4
Mondelez International
MDLZ
$79B
| $671M | 11.56% | 16,371,713 +215,122 | +1% | +$8.82M |
|
|
5
RTX Corp
RTX
$213B
| $568M | 9.78% | 4,540,615 +2,596,195 | +134% | +$325M |
|
|
6
Automatic Data Processing
ADP
$123B
| $567M | 9.76% | 4,225,365 -3,716,592 | -47% | -$499M |
|
7
Element Solutions
ESI
$6.21B
| $469M | 8.08% | 40,451,506 | – | – |
|
8
Howard Hughes
HHH
$4.5B
| $292M | 5.03% | 2,204,534 | – | – |
|