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Head-to-head comparison

Warren Buffett vs Bill Ackman

Berkshire Hathaway

Q10/10

"Buy wonderful companies at fair prices. Hold forever."

10 positionsSince 1965

Pershing Square Capital

Q8/10

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

8 positionsSince 2004

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Recent moves — Q4 2025

Latest quarter activity for each manager.

Warren Buffett

LLYVKNEW
NYTNEW
DPZADD +18%
Added to the surprise Domino's position.
OXYADD +12%
Continuing to build the Occidental stake.
CBADD +8%
Adding to insurance — home turf for Berkshire.
CVXADD +7%
FNDNEW
New Floor & Decor position — retail bet.
LSXMAREDUCE -84%
AMZNREDUCE -77%
BATRAREDUCE -48%
AONREDUCE -12%
POOLREDUCE -11%
BACREDUCE -7%
Still a top-5 position despite the trim.
LILAKREDUCE -6%
AAPLREDUCE -3%
Small continued trim. Stabilizing.

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.

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