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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
+11.4%
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
$8.78B
AUM Growth
+$907M
Cap. Flow
+$152M
Cap. Flow %
1.73%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
HHH icon
Howard Hughes
HHH
+$152M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 73.23%
2 Real Estate 13.83%
3 Industrials 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$2.07B 23.53%
10,374,801
– –
QSR icon
2
Restaurant Brands International
QSR
$25.6B
$1.56B 17.81%
24,194,166
– –
CMG icon
3
Chipotle Mexican Grill
CMG
$40.5B
$1.53B 17.46%
55,260,400
– –
HLT icon
4
Hilton Worldwide
HLT
$70.8B
$1.27B 14.43%
10,031,580
– –
HHH icon
5
Howard Hughes
HHH
$4B
$1.21B 13.83%
16,673,997
+2,386,445
+17% +$152M
CP icon
6
Canadian Pacific Kansas City
CP
$80.8B
$1.14B 12.94%
15,237,044
– –

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PMAM
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Bill Ackman's Q4 2022 Portfolio in Review

As of Q4 2022, Bill Ackman held 6 positions worth $8.78B, up 12% from $7.88B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2022: portfolio turnover was 0%. Bill Ackman opened no new positions and made no exits, leaving the 6-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 73% of assets, down from 78% a quarter earlier, followed by Real Estate and Industrials.

  • Bill Ackman added most to Howard Hughes in Q4 2022, an estimated $152M increase.
  • Bill Ackman's ten largest holdings make up 100% of its $8.78B portfolio in Q4 2022.
  • Bill Ackman opened 0 new positions and closed 0 in Q4 2022.
  • Bill Ackman's portfolio value rose 12% quarter-over-quarter to $8.78B.

Based on Pershing Square Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.