Bill Ackman Pershing Square Capital Management
AUM
$13.7B
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 Quarter Return
+12.24%
1 Year Return
+21.24%
3 Year Return
+111.22%
5 Year Return
+180.66%
10 Year Return
+335.37%
AUM
$10.8B
AUM Growth
+$10.8B
(+5.9%)
Cap. Flow
-$609M
Cap. Flow
% of AUM
-5.63%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
3
Reduced
4
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$158M |
| 2 |
Howard Hughes
HHH
|
$46.2M |
| 3 |
Hilton Worldwide
HLT
|
$4.92M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$579M |
| 2 |
Chipotle Mexican Grill
CMG
|
$162M |
| 3 |
Restaurant Brands International
QSR
|
$65.6M |
| 4 |
Canadian Pacific Kansas City
CP
|
$11.5M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Chipotle Mexican Grill
CMG
$56.2B
| $2.04B | 18.86% | 953,608 -75,578 | -7% | -$162M |
|
|
2
Restaurant Brands International
QSR
$20.6B
| $1.81B | 16.73% | 23,348,135 -846,031 | -3% | -$65.6M |
|
|
3
Lowe's Companies
LOW
$144B
| $1.69B | 15.58% | 7,468,850 -2,567,264 | -26% | -$579M |
|
|
4
Hilton Worldwide
HLT
$64.4B
| $1.36B | 12.56% | 9,332,853 +33,812 | +0.4% | +$4.92M |
|
|
5
Howard Hughes
HHH
$4.5B
| $1.31B | 12.09% | 16,570,228 +585,696 | +4% | +$46.2M |
|
|
6
Canadian Pacific Kansas City
CP
$70B
| $1.22B | 11.27% | 15,095,528 -142,516 | -0.9% | -$11.5M |
|
|
7
Alphabet (Google) Class C
GOOG
$2.57T
| $1.13B | 10.49% | 9,377,195 +1,307,425 | +16% | +$158M |
|
|
8
Alphabet (Google) Class A
GOOGL
$2.56T
| $262M | 2.42% | 2,185,000 | – | – |
|