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
-10.58%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$5.96B
AUM Growth
+$5.96B
(+14%)
Cap. Flow
+$1.52B
Cap. Flow
% of AUM
25.47%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
2
Increased
3
Reduced
3
Closed
–
Top Buys
| 1 |
Hilton Worldwide
HLT
|
$786M |
| 2 |
Starbucks
SBUX
|
$757M |
| 3 |
Lowe's Companies
LOW
|
$101M |
| 4 |
RTX Corp
RTX
|
$67.1M |
| 5 |
Automatic Data Processing
ADP
|
$5.34M |
Top Sells
| 1 |
Howard Hughes
HHH
|
$87.8M |
| 2 |
Restaurant Brands International
QSR
|
$60.6M |
| 3 |
Chipotle Mexican Grill
CMG
|
$51.1M |
Sector Composition
| 1 | Consumer Discretionary | 72.04% |
| 2 | Industrials | 9.97% |
| 3 | Technology | 8.96% |
| 4 | Materials | 7.01% |
| 5 | Real Estate | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Restaurant Brands International
QSR
$20.6B
| $1.03B | 17.28% | 19,685,602 -1,158,317 | -6% | -$60.6M |
|
|
2
Lowe's Companies
LOW
$144B
| $881M | 14.79% | 9,536,591 +1,097,790 | +13% | +$101M |
|
|
3
Chipotle Mexican Grill
CMG
$56.2B
| $838M | 14.07% | 1,940,799 -118,307 | -6% | -$51.1M |
|
|
4
Hilton Worldwide
HLT
$64.4B
| $786M | 13.19% | +10,947,479 | New | +$786M |
|
|
5
Starbucks
SBUX
$99.9B
| $757M | 12.71% | +11,754,441 | New | +$757M |
|
|
6
RTX Corp
RTX
$213B
| $594M | 9.97% | 5,578,203 +630,415 | +13% | +$67.1M |
|
|
7
Automatic Data Processing
ADP
$123B
| $534M | 8.96% | 4,070,126 +40,699 | +1% | +$5.34M |
|
8
Element Solutions
ESI
$6.21B
| $418M | 7.01% | 40,451,506 | – | – |
|
|
9
Howard Hughes
HHH
$4.5B
| $120M | 2.02% | 1,233,589 -899,647 | -42% | -$87.8M |
|