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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
+34.39%
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
$7.75B
AUM Growth
+$1.18B
Cap. Flow
-$537M
Cap. Flow %
-6.92%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
1
Closed
3

Top Buys

Rank Stock Value
1
QSR icon
Restaurant Brands International
QSR
+$506M
2
LOW icon
Lowe's Companies
LOW
+$52.1M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$997M
2
HHH icon
Howard Hughes
HHH
+$67.6M
3
BX icon
Blackstone
BX
+$25M
4
PK icon
Park Hotels & Resorts
PK
+$5.36M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 78.29%
2 Healthcare 14.39%
3 Real Estate 7.32%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$1.72B 22.15%
12,708,853
+456,439
+4% +$52.1M
QSR icon
2
Restaurant Brands International
QSR
$25.6B
$1.37B 17.7%
25,119,016
+10,034,712
+67% +$506M
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$1.22B 15.76%
58,061,600
– –
A icon
4
Agilent Technologies
A
$42.2B
$1.12B 14.39%
12,626,593
– –
HLT icon
5
Hilton Worldwide
HLT
$70.8B
$1.01B 13.06%
13,789,589
– –
SBUX icon
6
Starbucks
SBUX
$122B
$746M 9.62%
10,131,008
– –
HHH icon
7
Howard Hughes
HHH
$4B
$567M 7.32%
11,452,990
-1,342,071
-10% -$67.6M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.11T
– –
-5,453,360
Closed -$997M
BX icon
9
Blackstone
BX
$118B
– –
-548,526
Closed -$25M
PK icon
10
Park Hotels & Resorts
PK
$2.89B
– –
-677,888
Closed -$5.36M

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Bill Ackman's Q2 2020 Portfolio in Review

As of Q2 2020, Bill Ackman held 10 positions worth $7.75B, up 18% from $6.57B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $537M in Q2 2020, closing 3 positions and reducing 1 holding. Its most notable exit was Berkshire Hathaway Class B, an estimated $997M position sold in full.

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

Against the trend, Bill Ackman added an estimated $506M to Restaurant Brands International.

  • Bill Ackman added most to Restaurant Brands International in Q2 2020, an estimated $506M increase.
  • Bill Ackman's biggest Q2 2020 reduction was Howard Hughes, cutting an estimated $67.6M.
  • Bill Ackman fully exited Berkshire Hathaway Class B in Q2 2020, selling an estimated $997M.
  • Bill Ackman's ten largest holdings make up 100% of its $7.75B portfolio in Q2 2020.
  • Bill Ackman opened 0 new positions and closed 3 in Q2 2020.
  • Bill Ackman's portfolio value rose 18% quarter-over-quarter to $7.75B.

Based on Pershing Square Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.