AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
◉ HoldLens
← All investors
Head-to-head comparison

Bill Ackman vs Chris Hohn

Bill Ackman
Pershing Square Capital
Q8/10
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Chris Hohn
TCI Fund Management
Q9/10
"Concentrated activism. Quality at scale. Climate-aware capital."
7 positionsSince 2003

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerBill %Chris %
CP6.8%8.6%

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.
Chris Hohn
  • GEADD +12%
    Building the aerospace/defense position further.
  • METAREDUCE -6%
    Small META profit-taking.

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