We are live on ! Find out more
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
-5.11%
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
$10.5B
AUM Growth
-$323M
Cap. Flow
+$356M
Cap. Flow %
3.39%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
3
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$281M
2
HLT icon
Hilton Worldwide
HLT
+$147M
3
HHH icon
Howard Hughes
HHH
+$18.7M

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$90.5M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 60.21%
2 Communication Services 17.21%
3 Real Estate 11.87%
4 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
1
Chipotle Mexican Grill
CMG
$40.5B
$1.75B 16.65%
47,680,400
– –
QSR icon
2
Restaurant Brands International
QSR
$25.6B
$1.56B 14.82%
23,348,135
– –
HLT icon
3
Hilton Worldwide
HLT
$70.8B
$1.55B 14.75%
10,305,500
+972,647
+10% +$147M
LOW icon
4
Lowe's Companies
LOW
$124B
$1.47B 14%
7,066,623
-402,227
-5% -$90.5M
HHH icon
5
Howard Hughes
HHH
$4B
$1.25B 11.87%
17,630,446
+248,277
+1% +$18.7M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.19T
$1.24B 11.78%
9,377,195
– –
CP icon
7
Canadian Pacific Kansas City
CP
$80.8B
$1.12B 10.7%
15,095,528
– –
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.2T
$570M 5.43%
4,354,824
+2,169,824
+99% +$281M

Similar funds

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bill Ackman's Q3 2023 Portfolio in Review

As of Q3 2023, Bill Ackman held 8 positions worth $10.5B, down 3% from $10.8B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman deployed $356M of net new capital in Q3 2023, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Consumer Discretionary at 60% of assets, down from 64% a quarter earlier, followed by Communication Services and Real Estate.

On the sell side, the largest reduction was Lowe's Companies, an estimated $90.5M trimmed.

  • Bill Ackman added most to Alphabet (Google) Class A in Q3 2023, an estimated $281M increase.
  • Bill Ackman's biggest Q3 2023 reduction was Lowe's Companies, cutting an estimated $90.5M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.5B portfolio in Q3 2023.
  • Bill Ackman opened 0 new positions and closed 0 in Q3 2023.
  • Bill Ackman's portfolio value fell 3% quarter-over-quarter to $10.5B.

Based on Pershing Square Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.