Thematic Pershing Square US Total Return Index

$TPERS
Index Overview
9.07%
3 Months
  • TickerTPERS
  • Inception Date06/01/2022
  • WeightingCustom
  • Number of holdings7
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

Performance

Thematic Pershing Square US Total Return Index

11.06%

All

Quick Stats

What's inside?
Top 10 Holdings
Company% of Index
1Lowe's Cos., Inc. (LOW)24.32%
2Chipotle Mexican Grill, Inc. (CMG)18.12%
3Restaurant Brands International, Inc. (QSR)17.25%
4Hilton Worldwide Holdings, Inc. (HLT)14.92%
5The Howard Hughes Corp. (HHC)12.90%
6Domino's Pizza, Inc. (DPZ)9.74%
7Canadian Pacific Railway Ltd. (CP)2.75%

Holdings

All Holdings as of December 2, 2022
CSV download
Lowe's Cos., Inc. (LOW)24.32%$129.914B2.45%31.38%1.64x
Chipotle Mexican Grill, Inc. (CMG)18.12%$44.489B13.72%22.12%5.34x
Restaurant Brands International, Inc. (QSR)17.25%$20.321B15.45%56.03%6.20x
Hilton Worldwide Holdings, Inc. (HLT)14.92%$38.248B35.27%30.66%5.04x
The Howard Hughes Corp. (HHC)12.90%$3.769B197.87%27.77%3.40x
Domino's Pizza, Inc. (DPZ)9.74%$13.551B7.07%35.73%4.05x
Canadian Pacific Railway Ltd. (CP)2.75%$76.596B14.85%42.60%11.85x
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