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
+15.03%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$10B
AUM Growth
+$10B
(+13%)
Cap. Flow
-$17.6M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
5
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Starbucks
SBUX
|
$6.52M |
| 2 |
Restaurant Brands International
QSR
|
$4.92M |
| 3 |
Lowe's Companies
LOW
|
$3.29M |
| 4 |
Agilent Technologies
A
|
$1.47M |
| 5 |
Hilton Worldwide
HLT
|
$1.42M |
Sector Composition
| 1 | Consumer Discretionary | 76.89% |
| 2 | Healthcare | 14.49% |
| 3 | Real Estate | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Lowe's Companies
LOW
$144B
| $1.99B | 19.88% | 12,387,587 -20,490 | -0.2% | -$3.29M |
|
2
Chipotle Mexican Grill
CMG
$56.2B
| $1.61B | 16.1% | 1,161,232 | – | – |
|
|
3
Restaurant Brands International
QSR
$20.6B
| $1.53B | 15.3% | 25,038,527 -80,489 | -0.3% | -$4.92M |
|
|
4
Hilton Worldwide
HLT
$64.4B
| $1.49B | 14.85% | 13,350,206 -12,805 | -0.1% | -$1.42M |
|
|
5
Agilent Technologies
A
$35.5B
| $1.45B | 14.49% | 12,236,107 -12,407 | -0.1% | -$1.47M |
|
|
6
Starbucks
SBUX
$100B
| $1.08B | 10.77% | 10,070,042 -60,966 | -0.6% | -$6.52M |
|
7
Howard Hughes
HHH
$4.5B
| $862M | 8.62% | 10,918,008 | – | – |
|