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
+6.28%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$6.71B
AUM Growth
+$6.71B
(-0.13%)
Cap. Flow
-$347M
Cap. Flow
% of AUM
-5.17%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
–
Reduced
4
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$749M |
Top Sells
| 1 |
RTX Corp
RTX
|
$750M |
| 2 |
Restaurant Brands International
QSR
|
$188M |
| 3 |
Chipotle Mexican Grill
CMG
|
$58.6M |
| 4 |
Starbucks
SBUX
|
$57M |
| 5 |
Lowe's Companies
LOW
|
$41.8M |
Sector Composition
| 1 | Consumer Discretionary | 76.7% |
| 2 | Financials | 11.16% |
| 3 | Technology | 9.93% |
| 4 | Real Estate | 2.21% |
| 5 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Chipotle Mexican Grill
CMG
$56.2B
| $1.31B | 19.48% | 1,782,710 -80,000 | -4% | -$58.6M |
|
|
2
Restaurant Brands International
QSR
$20.6B
| $1.09B | 16.21% | 15,641,065 -2,701,638 | -15% | -$188M |
|
3
Hilton Worldwide
HLT
$64.4B
| $1.07B | 15.98% | 10,966,251 | – | – |
|
|
4
Lowe's Companies
LOW
$144B
| $898M | 13.39% | 8,900,535 -414,498 | -4% | -$41.8M |
|
|
5
Starbucks
SBUX
$99.9B
| $781M | 11.64% | 9,313,890 -680,159 | -7% | -$57M |
|
|
6
Berkshire Hathaway Class B
BRK.B
$1.09T
| $749M | 11.16% | +3,512,997 | New | +$749M |
|
7
Automatic Data Processing
ADP
$123B
| $666M | 9.93% | 4,029,526 | – | – |
|
8
Howard Hughes
HHH
$4.5B
| $148M | 2.21% | 1,194,793 | – | – |
|
|
9
RTX Corp
RTX
$213B
| – | – | -5,819,203 | Closed | -$750M |
|