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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
+13.47%
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
$10.8B
AUM Growth
+$1.32B
Cap. Flow
+$164M
Cap. Flow %
1.52%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$206M

Top Sells

Rank Stock Value
1
HLT icon
Hilton Worldwide
HLT
+$41.9M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 85.26%
2 Real Estate 12.86%
3 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$2.65B 24.54%
10,236,471
– –
HLT icon
2
Hilton Worldwide
HLT
$70.8B
$1.96B 18.22%
12,594,336
-291,018
-2% -$41.9M
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$1.95B 18.08%
55,736,250
– –
QSR icon
4
Restaurant Brands International
QSR
$25.6B
$1.45B 13.47%
23,937,248
– –
HHH icon
5
Howard Hughes
HHH
$4B
$1.39B 12.86%
14,287,552
– –
DPZ icon
6
Domino's
DPZ
$11.8B
$1.18B 10.95%
2,092,202
– –
CP icon
7
Canadian Pacific Kansas City
CP
$80.8B
$202M 1.88%
+2,813,747
New +$206M

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Bill Ackman's Q4 2021 Portfolio in Review

As of Q4 2021, Bill Ackman held 7 positions worth $10.8B, up 14% from $9.46B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman's Q4 2021 filing shows 1 new and 1 reduced positions. Its largest new stake was Canadian Pacific Kansas City: 2,813,747 shares worth $202M. The largest sale was Hilton Worldwide, an estimated $41.9M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 85% of assets, down from 87% a quarter earlier, followed by Real Estate and Industrials.

  • Bill Ackman's largest Q4 2021 buy was Canadian Pacific Kansas City: 2,813,747 shares worth $202M.
  • Bill Ackman's biggest Q4 2021 reduction was Hilton Worldwide, cutting an estimated $41.9M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.8B portfolio in Q4 2021.
  • Bill Ackman opened 1 new position and closed 0 in Q4 2021.
  • Bill Ackman's portfolio value rose 14% quarter-over-quarter to $10.8B.

Based on Pershing Square Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.