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Head-to-head comparison

Bill Ackman vs Stephen Mandel

Pershing Square Capital

Q8/10

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

8 positionsSince 2004

Lone Pine Capital

Q9/10

"Long-only growth at a reasonable price. Deep research. Tiger Cub."

5 positionsSince 1997

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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.

Stephen Mandel

ASMLNEW
DASHNEW
CRSNEW
THCNEW
ENTGNEW
MANEW
BSXNEW
HLTNEW
SPOTNEW
VNEW
BNADD +50%
KKRADD +23%
NUADD +17%
VSTADD +11%
TLNADD +8%
METAADD +3%
Small add — already a top Lone Pine position.
FTNTNEW
New Fortinet cybersecurity position.
SBUXEXIT
EQTEXIT
FLUTEXIT
SEAEXIT
CIENAEXIT
EQIXEXIT
BKNGREDUCE -85%
PFEREDUCE -43%
APPREDUCE -30%
AMZNREDUCE -14%
COFREDUCE -11%
LPLAREDUCE -8%

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