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
+4.83%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$6.49B
AUM Growth
+$6.49B
(-3.3%)
Cap. Flow
-$497M
Cap. Flow
% of AUM
-7.65%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
1
Reduced
4
Closed
1
Top Buys
| 1 |
Agilent Technologies
A
|
$223M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$666M |
| 2 |
Chipotle Mexican Grill
CMG
|
$49.1M |
| 3 |
Restaurant Brands International
QSR
|
$39.6M |
| 4 |
Hilton Worldwide
HLT
|
$38.1M |
| 5 |
Lowe's Companies
LOW
|
$31.6M |
Sector Composition
| 1 | Consumer Discretionary | 81.3% |
| 2 | Financials | 12.87% |
| 3 | Healthcare | 3.44% |
| 4 | Real Estate | 2.39% |
| 5 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Chipotle Mexican Grill
CMG
$56.2B
| $1.45B | 22.33% | 1,724,310 -58,400 | -3% | -$49.1M |
|
|
2
Restaurant Brands International
QSR
$20.6B
| $1.07B | 16.54% | 15,084,304 -556,761 | -4% | -$39.6M |
|
|
3
Hilton Worldwide
HLT
$64.4B
| $983M | 15.15% | 10,556,805 -409,446 | -4% | -$38.1M |
|
|
4
Lowe's Companies
LOW
$144B
| $947M | 14.59% | 8,613,212 -287,323 | -3% | -$31.6M |
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.09T
| $835M | 12.87% | 4,015,594 +502,597 | +14% | +$105M |
|
6
Starbucks
SBUX
$99.9B
| $824M | 12.69% | 9,313,890 | – | – |
|
|
7
Agilent Technologies
A
$35.4B
| $223M | 3.44% | +2,916,103 | New | +$223M |
|
8
Howard Hughes
HHH
$4.5B
| $155M | 2.39% | 1,194,793 | – | – |
|
|
9
Automatic Data Processing
ADP
$123B
| – | – | -4,029,526 | Closed | -$666M |
|