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Head-to-head comparison

Bill Ackman vs Lee Ainslie

Pershing Square Capital

Q8/10

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

8 positionsSince 2004

Maverick Capital

Q8/10

"Long-short equity, deep fundamental, team-based research."

5 positionsSince 1993

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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.

Lee Ainslie

DHRADD +1100%
UNPADD +107%
CMGNEW
CEGNEW
BABANEW
APINEW
SPOTNEW
PGRNEW
TMONEW
CSXNEW
METAADD +50%
Big META add — conviction build.
NFLXADD +35%
Adding Netflix.
BNADD +33%
LYVADD +28%
CRHADD +20%
VSTADD +7%
SPGEXIT
FLUTEXIT
APOEXIT
TLNEXIT
JEXIT
FNDEXIT
TSMREDUCE -61%
PDDREDUCE -26%
AMZNREDUCE -23%
COFREDUCE -21%
MSFTREDUCE -16%
LPLAREDUCE -14%
CRSREDUCE -8%

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