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Head-to-head comparison

Bill Ackman vs Andreas Halvorsen

Bill Ackman
Pershing Square Capital
Q8/10
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Andreas Halvorsen
Viking Global Investors
Q8/10
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999

Recent moves — Q4 2025

Latest quarter activity for each manager.

Bill Ackman
  • UBERADD +35%
    Heavy add on the autonomous vehicle optionality.
  • NKEADD +20%
    Doubling down on the Nike turnaround thesis.
  • BNADD +10%
    Building Brookfield position.
  • HHHREDUCE -4%
    Small trim on Howard Hughes.
Andreas Halvorsen
  • METAADD +78%
    37.53% add — Q4's biggest META buyer.
  • MSFTADD +22%
    Tiger-style quality compounder add.
  • NVDAADD +18%
    Still leaning into AI infrastructure.

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