Skip to main content
HoldLens logoHoldLensConviction
← All investors
Head-to-head comparison

Bill Ackman vs Seth Klarman

Bill Ackman
Pershing Square Capital
Q8/10
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Advertisement
Remove with Pro →

Recent moves — Q1 2026

Latest quarter activity for each manager.

Bill Ackman
Seth Klarman
  • AONNEW
  • VNEW
  • DNOWNEW
  • AMZNADD +47%
  • FERGADD +27%
  • GOOGADD +9%
  • FNFEXIT
  • DGEXIT
  • FEEXIT
  • CRHEXIT
  • LBTYKREDUCE -42%
  • WTWREDUCE -34%

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