InvestorLens

Bill Ackman vs Seth Klarman

Pershing Square Capital vs Baupost Group · latest 13F filings compared side-by-side

13F data may be delayed up to 45 days
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vs

Bill Ackman

$13.7B
Q1 2026 · 11 positions

Held by both

$5.7B
3 tickers · 30% / 31% of each book

Seth Klarman

$5.1B
Q1 2026 · 22 positions

Held by both

TickerCompanyAckman sharesAckman valueKlarman sharesKlarman value
AMZNAMAZON COM INC11.5M$2.4B3.1M$649.5M
QSRRESTAURANT BRANDS INTL INC22.6M$1.7B8.1M$597.2M
GOOGLALPHABET INC311.7K$89.4M1.2M$338.8M

Only Bill Ackman

7 positions not in Klarman's book

  • BN
    BROOKFIELD CORP
    $2.4B
  • UBER
    UBER TECHNOLOGIES INC
    $2.2B
  • MSFT
    MICROSOFT CORP
    $2.1B
  • META
    META PLATFORMS INC
    $1.5B
  • HHH
    HOWARD HUGHES HOLDINGS INC
    $1.2B
  • Ticker unavailableCUSIP 812215200
    SEAPORT ENTMT GROUP INC
    $107.9M
  • HTZ
    HERTZ GLOBAL HLDGS INC
    $70.3M

Only Seth Klarman

19 positions not in Ackman's book

  • WCC
    WESCO INTL INC
    $393.2M
  • Ticker unavailableCUSIP 907818108
    UNION PAC CORP
    $373.9M
  • ELV
    ELEVANCE HEALTH INC FORMERLY
    $373.3M
  • FERG
    FERGUSON ENTERPRISES INC
    $336.5M
  • WTW
    WILLIS TOWERS WATSON PLC LTD
    $259.6M
  • AON
    AON PLC
    $248.2M
  • V
    VISA INC
    $212M
  • TFX
    TELEFLEX INCORPORATED
    $190.8M
  • Ticker unavailableCUSIP 26969P108
    EAGLE MATLS INC
    $169.1M
  • GPC
    GENUINE PARTS CO
    $157.6M
  • LBTYA
    LIBERTY GLOBAL LTD
    $157.2M
  • HLF
    HERBALIFE LTD
    $136.3M
  • GDS
    GDS HLDGS LTD
    $122.7M
  • COLD
    AMERICOLD REALTY TRUST INC
    $89.2M
  • MOH
    MOLINA HEALTHCARE INC
    $84.5M
  • Ticker unavailableCUSIP 40054J109
    GRUPO AEROMEXICO SAB DE CV
    $68.4M
  • NCLH
    NORWEGIAN CRUISE LINE HLDGS
    $67.9M
  • PCVX
    VAXCYTE INC
    $46.5M
  • DNOW
    DNOW INC
    $43.2M