PSCM

Pershing Square Capital Management Portfolio holdings

AUM $13.7B
1-Year Est. Return 21.24%
 

Pershing Square Capital Management, L.P., founded in 2004 by Bill Ackman and headquartered in New York City, is a prominent American hedge fund known for its concentrated, activist investment approach, managing over $18 billion in assets as of recent years. Starting with $54 million from Ackman’s personal funds and a seed investment from Leucadia National, the firm focuses on acquiring significant stakes in a small portfolio of large-cap North American companies, often pushing for operational and governance changes to unlock shareholder value, as seen in high-profile campaigns targeting Wendy’s, McDonald’s, and Herbalife. In 2014, Ackman launched Pershing Square Holdings, a closed-end fund listed on Euronext Amsterdam and the London Stock Exchange, raising $3 billion in its IPO, providing a permanent capital base to support its long-term strategies. Renowned for bold moves—like a $2.6 billion profit betting on a market crash in 2020—and a research-intensive, value-driven philosophy, Pershing Square has solidified its reputation as a formidable player in the investment world under Ackman’s leadership.

This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.38B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$635M
2 +$113M
3 +$74.1M
4
HME
HOME PROPERTIES, INC
HME
+$28.5M

Top Sells

1 +$762M
2 +$554M
3 +$60.2M

Sector Composition

1 Materials 36.77%
2 Industrials 30.81%
3 Consumer Discretionary 12.16%
4 Consumer Staples 11.6%
5 Real Estate 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.58B 30.81%
85,799,440
2
$2.45B 29.19%
22,213,551
3
$1.02B 12.16%
38,387,865
4
$972M 11.6%
11,668,545
-9,150,000
5
$635M 7.58%
+33,333,330
6
$509M 6.08%
3,742,850
7
$113M 1.35%
+28,145,959
8
$74.1M 0.88%
+597,431
9
$28.5M 0.34%
+473,778
10
-739,605
11
-27,624,282