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Portfolio overlap · pairwise 13F intersection

Bill Ackman · David Rolfe
what they both own

Both Bill Ackman (Pershing Square Capital) and David Rolfe (Wedgewood Partners) hold 4 of the same stocks per their latest 13F filings — a Jaccard overlap of 16.0% across portfolios of 11 and 18 positions. Combined position weight in shared names: 71.6% of each investor's portfolio capacity.

4
Shared tickers
16.0%
Jaccard overlap
71.6%
Joint conviction

Shared positions, ranked by joint conviction

Joint conviction = Bill Ackman's portfolio weight + David Rolfe's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).

TickerAckmanRolfeJointConvictionScore
AMZN17.4%4.4%21.8%0
MSFT15.3%5.8%21.1%0
META11.1%8.0%19.1%0
GOOGL0.1%9.5%9.6%0

Compare individually

Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.