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Bill Ackman (Pershing Square)

A hyper-concentrated ~10-stock activist book of high-quality compounders Ackman holds for years.

Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.

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Brookfield Corporation Class A Limited Voting Shares2019-06-30 → 2026-06-30click to change
%
Amazon.com, Inc. - Common Stock1997-06-30 → 2026-06-30click to change
%
Uber Technologies, Inc. Common Stock2019-06-30 → 2026-06-30click to change
%
Microsoft Corporation - Common Stock1986-04-30 → 2026-06-30click to change
%
Restaurant Brands International Inc. Common Shares2015-01-31 → 2026-06-30click to change
%
Meta Platforms, Inc. - Class A Common Stock2019-06-30 → 2026-06-30click to change
%
Total 100%
Data window Bill Ackman (Pershing Square): 2019-06-30 → 2026-06-30 · start: BN

Portfolio growth

Bill Ackman (Pershing Square)
CAGR29.52%
Max Drawdown-14.92%
Volatility22.80%
Sharpe1.07
Final balance$26,381
Total return163.81%

Drawdown

Annual returns

Bill Ackman (Pershing Square)
Total Return163.81%
Sortino1.95
Best Year92.34%
Worst Year-9.82%
Positive Months62.22%
Annualized Return (mean)28.65%

Correlation

AMZNBNMETAMSFTQSRUBER
AMZN1.000.520.550.650.190.33
BN0.521.000.310.350.280.46
META0.550.311.000.610.130.49
MSFT0.650.350.611.000.180.26
QSR0.190.280.130.181.000.29
UBER0.330.460.490.260.291.00