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Head-to-head comparison

Bill Ackman vs Terry Smith

Bill Ackman
Pershing Square Capital
Q8/10
"Concentrated bets on high-quality businesses with activist catalysts."
8 positionsSince 2004
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

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.
Terry Smith
  • MSFTADD +5%
    Quality compounder top-up.
  • METAREDUCE -8%
    Small META trim.

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