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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
+1.22%
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
-$349M
Cap. Flow
-$397M
Cap. Flow %
-3.82%
Top 10 Hldgs %
100%
Holding
9
New
2
Increased
–
Reduced
6
Closed
–

Top Buys

Rank Stock Value
1
BN icon
Brookfield
BN
+$286M
2
NKE icon
Nike
NKE
+$283M

Top Sells

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$521M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$311M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$62.1M
4
HLT icon
Hilton Worldwide
HLT
+$47M
5
QSR icon
Restaurant Brands International
QSR
+$14.7M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 53.94%
2 Communication Services 20.27%
3 Real Estate 11.74%
4 Industrials 11.32%
5 Financials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLT icon
1
Hilton Worldwide
HLT
$70.8B
$1.95B 18.76%
8,952,290
-228,890
-2% -$47M
CMG icon
2
Chipotle Mexican Grill
CMG
$40.5B
$1.81B 17.34%
28,815,165
-8,384,035
-23% -$521M
QSR icon
3
Restaurant Brands International
QSR
$25.6B
$1.63B 15.64%
23,142,542
-205,593
-0.9% -$14.7M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.19T
$1.38B 13.3%
7,547,582
-1,829,613
-20% -$311M
HHH icon
5
Howard Hughes
HHH
$4B
$1.22B 11.74%
19,775,815
– –
CP icon
6
Canadian Pacific Kansas City
CP
$80.8B
$1.18B 11.32%
14,965,641
-129,887
-0.9% -$10.6M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.2T
$726M 6.97%
3,986,488
-368,336
-8% -$62.1M
BN icon
8
Brookfield
BN
$110B
$285M 2.73%
+10,281,765
New +$286M
NKE icon
9
Nike
NKE
$61.3B
$229M 2.2%
+3,040,132
New +$283M

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Bill Ackman's Q2 2024 Portfolio in Review

As of Q2 2024, Bill Ackman held 9 positions worth $10.4B, down 3.2% from $10.8B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Bill Ackman withdrew a net $397M in Q2 2024, reducing 6 holdings. Its largest reduction was Chipotle Mexican Grill, cutting an estimated $521M.

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

Against the trend, Bill Ackman opened a new position in Brookfield worth $285M.

  • Bill Ackman's largest Q2 2024 buy was Brookfield: 10,281,765 shares worth $285M.
  • Bill Ackman's biggest Q2 2024 reduction was Chipotle Mexican Grill, cutting an estimated $521M.
  • Bill Ackman's ten largest holdings make up 100% of its $10.4B portfolio in Q2 2024.
  • Bill Ackman opened 2 new positions and closed 0 in Q2 2024.
  • Bill Ackman's portfolio value fell 3.2% quarter-over-quarter to $10.4B.

Based on Pershing Square Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.