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Head-to-head comparison

Bill Ackman vs Howard Marks

Bill Ackman
Pershing Square Capital
Q8/10
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Howard Marks
Oaktree Capital
Q9/10
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995

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.
Howard Marks
  • VSTADD +18%
    Adding to Vistra — power demand from AI.
  • PRADD +15%
    Building Permian Resources.
  • TRMDADD +8%
    More Torm shipping.

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