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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
+15.03%
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
$10B
AUM Growth
+$1.18B
Cap. Flow
-$16.5M
Cap. Flow %
-0.16%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
5
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$5.82M
2
QSR icon
Restaurant Brands International
QSR
+$4.7M
3
LOW icon
Lowe's Companies
LOW
+$3.33M
4
A icon
Agilent Technologies
A
+$1.37M
5
HLT icon
Hilton Worldwide
HLT
+$1.27M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 76.89%
2 Healthcare 14.49%
3 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$1.99B 19.88%
12,387,587
-20,490
-0.2% -$3.33M
CMG icon
2
Chipotle Mexican Grill
CMG
$40.5B
$1.61B 16.1%
58,061,600
– –
QSR icon
3
Restaurant Brands International
QSR
$25.6B
$1.53B 15.3%
25,038,527
-80,489
-0.3% -$4.7M
HLT icon
4
Hilton Worldwide
HLT
$70.8B
$1.49B 14.85%
13,350,206
-12,805
-0.1% -$1.27M
A icon
5
Agilent Technologies
A
$42.2B
$1.45B 14.49%
12,236,107
-12,407
-0.1% -$1.37M
SBUX icon
6
Starbucks
SBUX
$122B
$1.08B 10.77%
10,070,042
-60,966
-0.6% -$5.82M
HHH icon
7
Howard Hughes
HHH
$4B
$862M 8.62%
11,452,990
– –

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Bill Ackman's Q4 2020 Portfolio in Review

As of Q4 2020, Bill Ackman held 7 positions worth $10B, up 13% from $8.82B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 77% of assets, down from 79% a quarter earlier, followed by Healthcare and Real Estate.

  • Bill Ackman's biggest Q4 2020 reduction was Starbucks, cutting an estimated $5.82M.
  • Bill Ackman's ten largest holdings make up 100% of its $10B portfolio in Q4 2020.
  • Bill Ackman opened 0 new positions and closed 0 in Q4 2020.
  • Bill Ackman's portfolio value rose 13% quarter-over-quarter to $10B.

Based on Pershing Square Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.