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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
+15.65%
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
$8.82B
AUM Growth
+$1.07B
Cap. Flow
-$118M
Cap. Flow %
-1.34%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$46.3M
2
A icon
Agilent Technologies
A
+$36.5M
3
HLT icon
Hilton Worldwide
HLT
+$35.6M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 78.86%
2 Healthcare 14.01%
3 Real Estate 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$2.06B 23.33%
12,408,077
-300,776
-2% -$46.3M
QSR icon
2
Restaurant Brands International
QSR
$25.6B
$1.44B 16.37%
25,119,016
– –
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$1.44B 16.37%
58,061,600
– –
A icon
4
Agilent Technologies
A
$42.2B
$1.24B 14.01%
12,248,514
-378,079
-3% -$36.5M
HLT icon
5
Hilton Worldwide
HLT
$70.8B
$1.14B 12.92%
13,363,011
-426,578
-3% -$35.6M
SBUX icon
6
Starbucks
SBUX
$122B
$870M 9.87%
10,131,008
– –
HHH icon
7
Howard Hughes
HHH
$4B
$629M 7.13%
11,452,990
– –

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Bill Ackman's Q3 2020 Portfolio in Review

As of Q3 2020, Bill Ackman held 7 positions worth $8.82B, up 14% from $7.75B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2020: portfolio turnover was 0%. Bill Ackman opened no new positions and made no exits, leaving the 7-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 79% of assets, up from 78% a quarter earlier, followed by Healthcare and Real Estate.

  • Bill Ackman's biggest Q3 2020 reduction was Lowe's Companies, cutting an estimated $46.3M.
  • Bill Ackman's ten largest holdings make up 100% of its $8.82B portfolio in Q3 2020.
  • Bill Ackman opened 0 new positions and closed 0 in Q3 2020.
  • Bill Ackman's portfolio value rose 14% quarter-over-quarter to $8.82B.

Based on Pershing Square Capital Management's 13F filing for Q3 2020, filed 23 Oct 2020.