Head-to-head comparison

Bill Ackman vs Jeffrey Ubben

Bill Ackman

Pershing Square Capital

Q8/10

"Concentrated bets on high-quality businesses with activist catalysts."

8 positionsSince 2004

Jeffrey Ubben

ValueAct Capital

Q8/10

"Constructive activism. Partner with management, not fight them."

5 positionsSince 2000

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Recent moves — Q2 2026

Latest quarter activity for each manager.

No tracked moves for Bill this quarter.

No tracked moves for Jeffrey this quarter.

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

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list