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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
+8.88%
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
$10.2B
AUM Growth
+$1.43B
Cap. Flow
+$705M
Cap. Flow %
6.9%
Top 10 Hldgs %
100%
Holding
8
New
2
Increased
2
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$779M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$210M
3
HHH icon
Howard Hughes
HHH
+$7.3M
4
CP icon
Canadian Pacific Kansas City
CP
+$77.2K

Top Sells

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$119M
2
HLT icon
Hilton Worldwide
HLT
+$103M
3
LOW icon
Lowe's Companies
LOW
+$68.8M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 65.57%
2 Real Estate 12.52%
3 Industrials 11.48%
4 Communication Services 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
1
Lowe's Companies
LOW
$124B
$2.01B 19.64%
10,036,114
-338,687
-3% -$68.8M
CMG icon
2
Chipotle Mexican Grill
CMG
$40.5B
$1.76B 17.21%
51,459,300
-3,801,100
-7% -$119M
QSR icon
3
Restaurant Brands International
QSR
$25.6B
$1.62B 15.9%
24,194,166
– –
HLT icon
4
Hilton Worldwide
HLT
$70.8B
$1.31B 12.82%
9,299,041
-732,539
-7% -$103M
HHH icon
5
Howard Hughes
HHH
$4B
$1.28B 12.52%
16,767,774
+93,777
+0.6% +$7.3M
CP icon
6
Canadian Pacific Kansas City
CP
$80.8B
$1.17B 11.48%
15,238,044
+1,000
+0% +$77.2K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.19T
$839M 8.21%
+8,069,770
New +$779M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.2T
$227M 2.22%
+2,185,000
New +$210M

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Bill Ackman's Q1 2023 Portfolio in Review

As of Q1 2023, Bill Ackman held 8 positions worth $10.2B, up 16% from $8.78B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $705M of net new capital in Q1 2023, opening 2 new positions and adding to 2 existing holdings. Its largest new stake was Alphabet (Google) Class C: 8,069,770 shares worth $839M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 66% of assets, down from 73% a quarter earlier, followed by Real Estate and Industrials.

On the sell side, the largest reduction was Chipotle Mexican Grill, an estimated $119M trimmed.

  • Bill Ackman's largest Q1 2023 buy was Alphabet (Google) Class C: 8,069,770 shares worth $839M.
  • Bill Ackman added most to Howard Hughes in Q1 2023, an estimated $7.3M increase.
  • Bill Ackman's biggest Q1 2023 reduction was Chipotle Mexican Grill, cutting an estimated $119M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.2B portfolio in Q1 2023.
  • Bill Ackman opened 2 new positions and closed 0 in Q1 2023.
  • Bill Ackman's portfolio value rose 16% quarter-over-quarter to $10.2B.

Based on Pershing Square Capital Management's 13F filing for Q1 2023, filed 15 May 2023.