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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
-29.42%
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
$6.57B
AUM Growth
+$20.1M
Cap. Flow
+$2.8B
Cap. Flow %
42.58%
Top 10 Hldgs %
100%
Holding
10
New
2
Increased
6
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
HHH icon
Howard Hughes
HHH
+$1.05B
2
A icon
Agilent Technologies
A
+$753M
3
LOW icon
Lowe's Companies
LOW
+$398M
4
SBUX icon
Starbucks
SBUX
+$378M
5
HLT icon
Hilton Worldwide
HLT
+$315M

Top Sells

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$445M

Sector Composition

Rank Sector Weight
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 Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$1.05B 16.04%
12,252,414
+3,639,202
+42% +$398M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.11T
$997M 15.17%
5,453,360
+1,437,766
+36% +$306M
HLT icon
3
Hilton Worldwide
HLT
$70.8B
$941M 14.32%
13,789,589
+3,232,784
+31% +$315M
A icon
4
Agilent Technologies
A
$42.2B
$904M 13.76%
12,626,593
+9,378,479
+289% +$753M
CMG icon
5
Chipotle Mexican Grill
CMG
$40.5B
$760M 11.56%
58,061,600
-28,153,900
-33% -$445M
SBUX icon
6
Starbucks
SBUX
$122B
$666M 10.13%
10,131,008
+4,673,054
+86% +$378M
HHH icon
7
Howard Hughes
HHH
$4B
$616M 9.37%
12,795,061
+10,490,000
+455% +$1.05B
QSR icon
8
Restaurant Brands International
QSR
$25.6B
$604M 9.19%
15,084,304
– –
BX icon
9
Blackstone
BX
$118B
$25M 0.38%
+548,526
New +$30.3M
PK icon
10
Park Hotels & Resorts
PK
$2.89B
$5.36M 0.08%
+677,888
New +$12.7M

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Bill Ackman's Q1 2020 Portfolio in Review

As of Q1 2020, Bill Ackman held 10 positions worth $6.57B, up 0.31% from $6.55B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $2.8B of net new capital in Q1 2020, opening 2 new positions and adding to 6 existing holdings. Its largest new stake was Blackstone: 548,526 shares worth $25M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 61% of assets, down from 78% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Chipotle Mexican Grill, an estimated $445M trimmed.

  • Bill Ackman's largest Q1 2020 buy was Blackstone: 548,526 shares worth $25M.
  • Bill Ackman added most to Howard Hughes in Q1 2020, an estimated $1.05B increase.
  • Bill Ackman's biggest Q1 2020 reduction was Chipotle Mexican Grill, cutting an estimated $445M.
  • Bill Ackman's ten largest holdings make up 100% of its $6.57B portfolio in Q1 2020.
  • Bill Ackman opened 2 new positions and closed 0 in Q1 2020.
  • Bill Ackman's portfolio value rose 0.31% quarter-over-quarter to $6.57B.

Based on Pershing Square Capital Management's 13F filing for Q1 2020, filed 15 May 2020.