We are live on ! Find out more
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
+6.95%
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
$10.7B
AUM Growth
+$249M
Cap. Flow
-$399M
Cap. Flow %
-3.73%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
1
Reduced
4
Closed
–

Top Buys

Rank Stock Value
1
DPZ icon
Domino's
DPZ
+$1.47M

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$356M
2
QSR icon
Restaurant Brands International
QSR
+$15.5M
3
A icon
Agilent Technologies
A
+$14.8M
4
HLT icon
Hilton Worldwide
HLT
+$14.8M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 71.6%
2 Healthcare 16.14%
3 Real Estate 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$1.97B 18.37%
10,140,520
-1,817,795
-15% -$356M
A icon
2
Agilent Technologies
A
$42.2B
$1.73B 16.14%
11,695,838
-108,698
-0.9% -$14.8M
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$1.68B 15.72%
54,306,800
– –
HLT icon
4
Hilton Worldwide
HLT
$70.8B
$1.54B 14.37%
12,760,047
-118,589
-0.9% -$14.8M
QSR icon
5
Restaurant Brands International
QSR
$25.6B
$1.53B 14.26%
23,696,917
-229,735
-1% -$15.5M
HHH icon
6
Howard Hughes
HHH
$4B
$1.31B 12.26%
14,130,038
– –
DPZ icon
7
Domino's
DPZ
$11.8B
$951M 8.88%
2,039,170
+3,466
+0.2% +$1.47M

Similar funds

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bill Ackman's Q2 2021 Portfolio in Review

As of Q2 2021, Bill Ackman held 7 positions worth $10.7B, up 2.4% from $10.5B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $399M in Q2 2021, reducing 4 holdings. Its largest reduction was Lowe's Companies, cutting an estimated $356M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 72% of assets, down from 73% a quarter earlier, followed by Healthcare and Real Estate.

Against the trend, Bill Ackman added an estimated $1.47M to Domino's.

  • Bill Ackman added most to Domino's in Q2 2021, an estimated $1.47M increase.
  • Bill Ackman's biggest Q2 2021 reduction was Lowe's Companies, cutting an estimated $356M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.7B portfolio in Q2 2021.
  • Bill Ackman opened 0 new positions and closed 0 in Q2 2021.
  • Bill Ackman's portfolio value rose 2.4% quarter-over-quarter to $10.7B.

Based on Pershing Square Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.