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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
+4.79%
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
$6.55B
AUM Growth
+$63.3M
Cap. Flow
-$186M
Cap. Flow %
-2.84%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
2
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
HHH icon
Howard Hughes
HHH
+$117M
2
A icon
Agilent Technologies
A
+$26.1M

Top Sells

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$329M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 77.64%
2 Financials 13.88%
3 Real Estate 4.25%
4 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
1
Chipotle Mexican Grill
CMG
$40.5B
$1.44B 22.03%
86,215,500
– –
HLT icon
2
Hilton Worldwide
HLT
$70.8B
$1.17B 17.87%
10,556,805
– –
LOW icon
3
Lowe's Companies
LOW
$124B
$1.03B 15.74%
8,613,212
– –
QSR icon
4
Restaurant Brands International
QSR
$25.6B
$962M 14.68%
15,084,304
– –
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.11T
$910M 13.88%
4,015,594
– –
SBUX icon
6
Starbucks
SBUX
$122B
$480M 7.32%
5,457,954
-3,855,936
-41% -$329M
HHH icon
7
Howard Hughes
HHH
$4B
$279M 4.25%
2,305,061
+1,051,723
+84% +$117M
A icon
8
Agilent Technologies
A
$42.2B
$277M 4.23%
3,248,114
+332,011
+11% +$26.1M

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Bill Ackman's Q4 2019 Portfolio in Review

As of Q4 2019, Bill Ackman held 8 positions worth $6.55B, up 0.98% from $6.49B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 0%. Bill Ackman opened no new positions and made no exits, leaving the 8-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 78% of assets, down from 81% a quarter earlier, followed by Financials and Real Estate.

  • Bill Ackman added most to Howard Hughes in Q4 2019, an estimated $117M increase.
  • Bill Ackman's biggest Q4 2019 reduction was Starbucks, cutting an estimated $329M.
  • Bill Ackman's ten largest holdings make up 100% of its $6.55B portfolio in Q4 2019.
  • Bill Ackman opened 0 new positions and closed 0 in Q4 2019.
  • Bill Ackman's portfolio value rose 0.98% quarter-over-quarter to $6.55B.

Based on Pershing Square Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.