THEMATIC
Thematic Pershing Square US Total Return Index

TPERS

$TPERS

Index Performance

+14.84%
TPERS
+11.99%
SPY

Overview

Description

The Thematic Pershing Square Index (TPERS) tracks the public security portfolio of the hedge fund, Pershing Square Capital Management, automatically updated to reflect the latest quarterly 13F filings. Founded in 2004 by Bill Ackman, Pershing Square is a concentrated, research-intensive, fundamental value investor in the public markets.

Full methodology
  • TickerTPERS
  • Inception Date06/01/2022
  • WeightingCustom
  • # of holdings8
What's inside?

Holdings

All holdings as of February 23, 2024
CSV download
Chipotle Mexican Grill, Inc. (CMG)23.53%$72.05B14.33%22.96%6.70
Lowe's Companies, Inc. (LOW)21.41%$132.57B-12.81%31.54%1.67
Hilton Worldwide Holdings, Inc. (HLT)17.27%$51.05B16.66%27.19%5.60
Restaurant Brands International, Inc. (QSR)15.58%$23.49B11.91%57.93%7.10
The Howard Hughes Corp. (HHC)10.46%$3.87B-58.01%20.17%6.86
Domino's Pizza, Inc. (DPZ)9.01%$14.93B-3.86%38.76%4.14
Canadian Pacific Kansas City Ltd. (CP)2.28%$80.34B42.44%38.62%9.62
CAD (CAD)0.45%N/AN/AN/AN/A
Market data by FactSet