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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
+7.72%
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
$5.21B
AUM Growth
-$596M
Cap. Flow
-$970M
Cap. Flow %
-18.63%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
2
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$75.4M
2
RTX icon
RTX Corp
RTX
+$54.3M

Top Sells

Rank Stock Value
1
MDLZ icon
Mondelez International
MDLZ
+$671M
2
CMG icon
Chipotle Mexican Grill
CMG
+$392M
3
ADP icon
Automatic Data Processing
ADP
+$27.7M
4
HHH icon
Howard Hughes
HHH
+$9.39M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 60.29%
2 Industrials 13.28%
3 Technology 11.65%
4 Materials 9.68%
5 Real Estate 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$1.24B 23.72%
20,843,919
– –
LOW icon
2
Lowe's Companies
LOW
$124B
$969M 18.6%
8,438,801
+723,300
+9% +$75.4M
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$936M 17.97%
102,955,300
-41,167,850
-29% -$392M
RTX icon
4
RTX Corp
RTX
$302B
$692M 13.28%
7,862,035
+646,998
+9% +$54.3M
ADP icon
5
Automatic Data Processing
ADP
$108B
$607M 11.65%
4,029,427
-195,938
-5% -$27.7M
ESI icon
6
Element Solutions
ESI
$9.17B
$504M 9.68%
40,451,506
– –
HHH icon
7
Howard Hughes
HHH
$4B
$265M 5.09%
2,237,765
-74,791
-3% -$9.39M
MDLZ icon
8
Mondelez International
MDLZ
$78.9B
– –
-16,371,713
Closed -$671M

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Bill Ackman's Q3 2018 Portfolio in Review

As of Q3 2018, Bill Ackman held 8 positions worth $5.21B, down 10% from $5.8B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $970M in Q3 2018, closing 1 position and reducing 3 holdings. Its most notable exit was Mondelez International, an estimated $671M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 60% of assets, up from 56% a quarter earlier, followed by Industrials and Technology.

Against the trend, Bill Ackman added an estimated $75.4M to Lowe's Companies.

  • Bill Ackman added most to Lowe's Companies in Q3 2018, an estimated $75.4M increase.
  • Bill Ackman's biggest Q3 2018 reduction was Chipotle Mexican Grill, cutting an estimated $392M.
  • Bill Ackman fully exited Mondelez International in Q3 2018, selling an estimated $671M.
  • Bill Ackman's ten largest holdings make up 100% of its $5.21B portfolio in Q3 2018.
  • Bill Ackman opened 0 new positions and closed 1 in Q3 2018.
  • Bill Ackman's portfolio value fell 10% quarter-over-quarter to $5.21B.

Based on Pershing Square Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.