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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
+15.52%
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
$10.4B
AUM Growth
-$98.1M
Cap. Flow
-$1.48B
Cap. Flow %
-14.24%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
1
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
HHH icon
Howard Hughes
HHH
+$150M

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$1.18B
2
CMG icon
Chipotle Mexican Grill
CMG
+$268M
3
HLT icon
Hilton Worldwide
HLT
+$183M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 54.44%
2 Communication Services 18.56%
3 Real Estate 15.51%
4 Industrials 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
1
Chipotle Mexican Grill
CMG
$40.5B
$1.89B 18.15%
41,249,900
-6,430,500
-13% -$268M
QSR icon
2
Restaurant Brands International
QSR
$25.6B
$1.82B 17.55%
23,348,135
– –
HLT icon
3
Hilton Worldwide
HLT
$70.8B
$1.67B 16.08%
9,181,180
-1,124,320
-11% -$183M
HHH icon
4
Howard Hughes
HHH
$4B
$1.61B 15.51%
19,775,815
+2,145,369
+12% +$150M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.19T
$1.32B 12.71%
9,377,195
– –
CP icon
6
Canadian Pacific Kansas City
CP
$80.8B
$1.19B 11.48%
15,095,528
– –
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.2T
$608M 5.85%
4,354,824
– –
LOW icon
8
Lowe's Companies
LOW
$124B
$277M 2.67%
1,245,515
-5,821,108
-82% -$1.18B

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Bill Ackman's Q4 2023 Portfolio in Review

As of Q4 2023, Bill Ackman held 8 positions worth $10.4B, down 0.93% from $10.5B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $1.48B in Q4 2023, reducing 3 holdings. Its largest reduction was Lowe's Companies, cutting an estimated $1.18B.

By sector, the portfolio is most concentrated in Consumer Discretionary at 54% of assets, down from 60% a quarter earlier, followed by Communication Services and Real Estate.

Against the trend, Bill Ackman added an estimated $150M to Howard Hughes.

  • Bill Ackman added most to Howard Hughes in Q4 2023, an estimated $150M increase.
  • Bill Ackman's biggest Q4 2023 reduction was Lowe's Companies, cutting an estimated $1.18B.
  • Bill Ackman's ten largest holdings make up 100% of its $10.4B portfolio in Q4 2023.
  • Bill Ackman opened 0 new positions and closed 0 in Q4 2023.
  • Bill Ackman's portfolio value fell 0.93% quarter-over-quarter to $10.4B.

Based on Pershing Square Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.