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Head-to-head comparison

Bill Ackman vs Terry Smith

Pershing Square Capital

Q8/10

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

8 positionsSince 2004

Fundsmith

Q9/10

"Buy good companies. Don't overpay. Do nothing."

6 positionsSince 2010

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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.

Terry Smith

DOCSADD +22%
ZTSADD +8%
MSFTADD +5%
Quality compounder top-up.
GOOGLREDUCE -44%
GRACOREDUCE -36%
MEDPREDUCE -35%
IBKRREDUCE -28%
QLYSREDUCE -26%
SYKREDUCE -20%
PFEREDUCE -15%
WATREDUCE -10%
METAREDUCE -8%
Small META trim.
VREDUCE -8%
PGREDUCE -7%
MARREDUCE -6%
NKEREDUCE -6%

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