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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
+9.89%
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
$10.5B
AUM Growth
+$458M
Cap. Flow
-$450M
Cap. Flow %
-4.3%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
1
Reduced
5
Closed
1

Top Buys

Rank Stock Value
1
DPZ icon
Domino's
DPZ
+$751M
2
HHH icon
Howard Hughes
HHH
+$235M

Top Sells

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$1.08B
2
CMG icon
Chipotle Mexican Grill
CMG
+$109M
3
LOW icon
Lowe's Companies
LOW
+$73.7M
4
QSR icon
Restaurant Brands International
QSR
+$68.9M
5
HLT icon
Hilton Worldwide
HLT
+$54.5M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 73.4%
2 Healthcare 14.35%
3 Real Estate 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$2.27B 21.74%
11,958,315
-429,272
-3% -$73.7M
HLT icon
2
Hilton Worldwide
HLT
$70.8B
$1.56B 14.89%
12,878,636
-471,570
-4% -$54.5M
QSR icon
3
Restaurant Brands International
QSR
$25.6B
$1.56B 14.87%
23,926,652
-1,111,875
-4% -$68.9M
CMG icon
4
Chipotle Mexican Grill
CMG
$40.5B
$1.54B 14.75%
54,306,800
-3,754,800
-6% -$109M
A icon
5
Agilent Technologies
A
$42.2B
$1.5B 14.35%
11,804,536
-431,571
-4% -$53.3M
HHH icon
6
Howard Hughes
HHH
$4B
$1.28B 12.25%
14,130,038
+2,677,048
+23% +$235M
DPZ icon
7
Domino's
DPZ
$11.8B
$749M 7.16%
+2,035,704
New +$751M
SBUX icon
8
Starbucks
SBUX
$122B
– –
-10,070,042
Closed -$1.08B

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Bill Ackman's Q1 2021 Portfolio in Review

As of Q1 2021, Bill Ackman held 8 positions worth $10.5B, up 4.6% from $10B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $450M in Q1 2021, closing 1 position and reducing 5 holdings. Its most notable exit was Starbucks, an estimated $1.08B position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 73% of assets, down from 77% a quarter earlier, followed by Healthcare and Real Estate.

Against the trend, Bill Ackman opened a new position in Domino's worth $749M.

  • Bill Ackman's largest Q1 2021 buy was Domino's: 2,035,704 shares worth $749M.
  • Bill Ackman added most to Howard Hughes in Q1 2021, an estimated $235M increase.
  • Bill Ackman's biggest Q1 2021 reduction was Chipotle Mexican Grill, cutting an estimated $109M.
  • Bill Ackman fully exited Starbucks in Q1 2021, selling an estimated $1.08B.
  • Bill Ackman's ten largest holdings make up 100% of its $10.5B portfolio in Q1 2021.
  • Bill Ackman opened 1 new position and closed 1 in Q1 2021.
  • Bill Ackman's portfolio value rose 4.6% quarter-over-quarter to $10.5B.

Based on Pershing Square Capital Management's 13F filing for Q1 2021, filed 17 May 2021.