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
-29.42%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$6.57B
AUM Growth
+$6.57B
(+0.31%)
Cap. Flow
+$1.94B
Cap. Flow
% of AUM
29.55%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
2
Increased
6
Reduced
1
Closed
–
Top Buys
| 1 |
Agilent Technologies
A
|
$672M |
| 2 |
Howard Hughes
HHH
|
$505M |
| 3 |
Lowe's Companies
LOW
|
$313M |
| 4 |
Starbucks
SBUX
|
$307M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$263M |
Top Sells
| 1 |
Chipotle Mexican Grill
CMG
|
$368M |
Sector Composition
| 1 | Consumer Discretionary | 61.24% |
| 2 | Financials | 15.55% |
| 3 | Healthcare | 13.76% |
| 4 | Real Estate | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Lowe's Companies
LOW
$144B
| $1.05B | 16.04% | 12,252,414 +3,639,202 | +42% | +$313M |
|
|
2
Berkshire Hathaway Class B
BRK.B
$1.09T
| $997M | 15.17% | 5,453,360 +1,437,766 | +36% | +$263M |
|
3
Hilton Worldwide
HLT
$64.4B
| $941M | 14.32% | 13,789,589 +3,232,784 | +31% | +$221M |
|
|
4
Agilent Technologies
A
$35.4B
| $904M | 13.76% | 12,626,593 +9,378,479 | +289% | +$672M |
|
|
5
Chipotle Mexican Grill
CMG
$56.2B
| $760M | 11.56% | 1,161,232 -563,078 | -33% | -$368M |
|
|
6
Starbucks
SBUX
$99.9B
| $666M | 10.13% | 10,131,008 +4,673,054 | +86% | +$307M |
|
|
7
Howard Hughes
HHH
$4.5B
| $616M | 9.37% | 12,197,389 +10,000,000 | +455% | +$505M |
|
8
Restaurant Brands International
QSR
$20.6B
| $604M | 9.19% | 15,084,304 | – | – |
|
9
Blackstone
BX
$134B
| $25M | 0.38% | +548,526 | New | +$25M |
|
10
Park Hotels & Resorts
PK
$2.34B
| $5.36M | 0.08% | +677,888 | New | +$5.36M |
|