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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
+9.92%
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
+$365M
Cap. Flow
-$484M
Cap. Flow %
-4.5%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
1
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$277M
2
CMG icon
Chipotle Mexican Grill
CMG
+$207M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 55.53%
2 Communication Services 19.38%
3 Real Estate 12.72%
4 Industrials 12.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
1
Chipotle Mexican Grill
CMG
$40.5B
$2.16B 20.1%
37,199,200
-4,050,700
-10% -$207M
HLT icon
2
Hilton Worldwide
HLT
$70.8B
$1.96B 18.2%
9,181,180
– –
QSR icon
3
Restaurant Brands International
QSR
$25.6B
$1.86B 17.24%
23,348,135
– –
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.19T
$1.43B 13.27%
9,377,195
– –
HHH icon
5
Howard Hughes
HHH
$4B
$1.37B 12.72%
19,775,815
– –
CP icon
6
Canadian Pacific Kansas City
CP
$80.8B
$1.33B 12.37%
15,095,528
– –
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.2T
$657M 6.11%
4,354,824
– –
LOW icon
8
Lowe's Companies
LOW
$124B
– –
-1,245,515
Closed -$277M

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Bill Ackman's Q1 2024 Portfolio in Review

As of Q1 2024, Bill Ackman held 8 positions worth $10.8B, up 3.5% from $10.4B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $484M in Q1 2024, closing 1 position and reducing 1 holding. Its most notable exit was Lowe's Companies, an estimated $277M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 56% of assets, up from 54% a quarter earlier, followed by Communication Services and Real Estate.

  • Bill Ackman's biggest Q1 2024 reduction was Chipotle Mexican Grill, cutting an estimated $207M.
  • Bill Ackman fully exited Lowe's Companies in Q1 2024, selling an estimated $277M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.8B portfolio in Q1 2024.
  • Bill Ackman opened 0 new positions and closed 1 in Q1 2024.
  • Bill Ackman's portfolio value rose 3.5% quarter-over-quarter to $10.8B.

Based on Pershing Square Capital Management's 13F filing for Q1 2024, filed 15 May 2024.