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
+34.39%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$7.75B
AUM Growth
+$7.75B
(+18%)
Cap. Flow
-$484M
Cap. Flow
% of AUM
-6.24%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
1
Closed
3
Top Buys
| 1 |
Restaurant Brands International
QSR
|
$548M |
| 2 |
Lowe's Companies
LOW
|
$61.7M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$997M |
| 2 |
Howard Hughes
HHH
|
$66.5M |
| 3 |
Blackstone
BX
|
$25M |
| 4 |
Park Hotels & Resorts
PK
|
$5.36M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Lowe's Companies
LOW
$144B
| $1.72B | 22.15% | 12,708,853 +456,439 | +4% | +$61.7M |
|
|
2
Restaurant Brands International
QSR
$20.6B
| $1.37B | 17.7% | 25,119,016 +10,034,712 | +67% | +$548M |
|
3
Chipotle Mexican Grill
CMG
$56.2B
| $1.22B | 15.76% | 1,161,232 | – | – |
|
4
Agilent Technologies
A
$35.5B
| $1.12B | 14.39% | 12,626,593 | – | – |
|
5
Hilton Worldwide
HLT
$64.4B
| $1.01B | 13.06% | 13,789,589 | – | – |
|
6
Starbucks
SBUX
$100B
| $746M | 9.62% | 10,131,008 | – | – |
|
|
7
Howard Hughes
HHH
$4.5B
| $567M | 7.32% | 10,918,008 -1,279,381 | -10% | -$66.5M |
|
|
8
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – | -5,453,360 | Closed | -$997M |
|
|
9
Blackstone
BX
$134B
| – | – | -548,526 | Closed | -$25M |
|
|
10
Park Hotels & Resorts
PK
$2.34B
| – | – | -677,888 | Closed | -$5.36M |
|