AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV

← All investors

Head-to-head comparison

Bill Ackman vs Chuck Akre

Pershing Square Capital

Q8/10

"Concentrated bets on high-quality businesses with activist catalysts."

8 positionsSince 2004

Akre Capital Management

Q9/10

"The three-legged stool: great business, great management, great reinvestment."

6 positionsSince 1989

HoldLens Pro · Founders pricing

Email alerts + conviction scores + alpha attribution

€9/mo founders · cancel anytime

See pricing →

Recent moves — Q4 2025

Latest quarter activity for each manager.

Bill Ackman

METANEW
AMZNADD +65%
UBERADD +35%
Heavy add on the autonomous vehicle optionality.
NKEADD +20%
Doubling down on the Nike turnaround thesis.
BNADD +10%
Building Brookfield position.
CMGEXIT
GOOGLREDUCE -86%
HHHREDUCE -4%
Small trim on Howard Hughes.

Chuck Akre

CPRTADD +86%
CCCSADD +53%
BNADD +40%
FICOADD +6%
MAADD +4%
Adding to Mastercard — long-time core.
VRSKEXIT
DHRREDUCE -92%
AMTREDUCE -42%
ORLYREDUCE -22%
MCOREDUCE -18%
BRK.BREDUCE -15%
METAREDUCE -10%
Trimming META exposure.
VREDUCE -10%

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.