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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
-10.58%
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
$5.96B
AUM Growth
+$749M
Cap. Flow
+$1.5B
Cap. Flow %
25.19%
Top 10 Hldgs %
100%
Holding
9
New
2
Increased
3
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
HLT icon
Hilton Worldwide
HLT
+$791M
2
SBUX icon
Starbucks
SBUX
+$736M
3
LOW icon
Lowe's Companies
LOW
+$106M
4
RTX icon
RTX Corp
RTX
+$78.6M
5
ADP icon
Automatic Data Processing
ADP
+$5.75M

Top Sells

Rank Stock Value
1
HHH icon
Howard Hughes
HHH
+$98.2M
2
QSR icon
Restaurant Brands International
QSR
+$64.3M
3
CMG icon
Chipotle Mexican Grill
CMG
+$53.5M

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
QSR icon
1
Restaurant Brands International
QSR
$25.6B
$1.03B 17.28%
19,685,602
-1,158,317
-6% -$64.3M
LOW icon
2
Lowe's Companies
LOW
$124B
$881M 14.79%
9,536,591
+1,097,790
+13% +$106M
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$838M 14.07%
97,039,950
-5,915,350
-6% -$53.5M
HLT icon
4
Hilton Worldwide
HLT
$70.8B
$786M 13.19%
+10,947,479
New +$791M
SBUX icon
5
Starbucks
SBUX
$122B
$757M 12.71%
+11,754,441
New +$736M
RTX icon
6
RTX Corp
RTX
$302B
$594M 9.97%
8,863,765
+1,001,730
+13% +$78.6M
ADP icon
7
Automatic Data Processing
ADP
$108B
$534M 8.96%
4,070,126
+40,699
+1% +$5.75M
ESI icon
8
Element Solutions
ESI
$9.17B
$418M 7.01%
40,451,506
– –
HHH icon
9
Howard Hughes
HHH
$4B
$120M 2.02%
1,294,035
-943,730
-42% -$98.2M

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Bill Ackman's Q4 2018 Portfolio in Review

As of Q4 2018, Bill Ackman held 9 positions worth $5.96B, up 14% from $5.21B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $1.5B of net new capital in Q4 2018, opening 2 new positions and adding to 3 existing holdings. Its largest new stake was Hilton Worldwide: 10,947,479 shares worth $786M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 72% of assets, up from 60% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was Howard Hughes, an estimated $98.2M trimmed.

  • Bill Ackman's largest Q4 2018 buy was Hilton Worldwide: 10,947,479 shares worth $786M.
  • Bill Ackman added most to Lowe's Companies in Q4 2018, an estimated $106M increase.
  • Bill Ackman's biggest Q4 2018 reduction was Howard Hughes, cutting an estimated $98.2M.
  • Bill Ackman's ten largest holdings make up 100% of its $5.96B portfolio in Q4 2018.
  • Bill Ackman opened 2 new positions and closed 0 in Q4 2018.
  • Bill Ackman's portfolio value rose 14% quarter-over-quarter to $5.96B.

Based on Pershing Square Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.