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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
+12.24%
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
+$600M
Cap. Flow
-$555M
Cap. Flow %
-5.13%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
3
Reduced
4
Closed
–

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$151M
2
HHH icon
Howard Hughes
HHH
+$44.5M
3
HLT icon
Hilton Worldwide
HLT
+$4.81M

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$534M
2
CMG icon
Chipotle Mexican Grill
CMG
+$149M
3
QSR icon
Restaurant Brands International
QSR
+$61.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$11.3M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 63.73%
2 Communication Services 12.91%
3 Real Estate 12.09%
4 Industrials 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
1
Chipotle Mexican Grill
CMG
$40.5B
$2.04B 18.86%
47,680,400
-3,778,900
-7% -$149M
QSR icon
2
Restaurant Brands International
QSR
$25.6B
$1.81B 16.73%
23,348,135
-846,031
-3% -$61.1M
LOW icon
3
Lowe's Companies
LOW
$124B
$1.69B 15.58%
7,468,850
-2,567,264
-26% -$534M
HLT icon
4
Hilton Worldwide
HLT
$70.8B
$1.36B 12.56%
9,332,853
+33,812
+0.4% +$4.81M
HHH icon
5
Howard Hughes
HHH
$4B
$1.31B 12.09%
17,382,169
+614,395
+4% +$44.5M
CP icon
6
Canadian Pacific Kansas City
CP
$80.8B
$1.22B 11.27%
15,095,528
-142,516
-0.9% -$11.3M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.19T
$1.13B 10.49%
9,377,195
+1,307,425
+16% +$151M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.2T
$262M 2.42%
2,185,000
– –

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Bill Ackman's Q2 2023 Portfolio in Review

As of Q2 2023, Bill Ackman held 8 positions worth $10.8B, up 5.9% from $10.2B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $555M in Q2 2023, reducing 4 holdings. Its largest reduction was Lowe's Companies, cutting an estimated $534M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 64% of assets, down from 66% a quarter earlier, followed by Communication Services and Real Estate.

Against the trend, Bill Ackman added an estimated $151M to Alphabet (Google) Class C.

  • Bill Ackman added most to Alphabet (Google) Class C in Q2 2023, an estimated $151M increase.
  • Bill Ackman's biggest Q2 2023 reduction was Lowe's Companies, cutting an estimated $534M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.8B portfolio in Q2 2023.
  • Bill Ackman opened 0 new positions and closed 0 in Q2 2023.
  • Bill Ackman's portfolio value rose 5.9% quarter-over-quarter to $10.8B.

Based on Pershing Square Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.