Bill Ackman: Positioned for 2026: Ackman Doubles Down on Long-Duration Compounders

The Acquirer's Multiple®
21/12/2025
Bill Ackman: Positioned for 2026: Ackman Doubles Down on Long-Duration Compounders

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Episode Synopsis

The latest 13F filing from Pershing Square Capital Management (Bill Ackman) offers a clear snapshot of how one of the world’s most concentrated, high-conviction investors is positioning his U.S. equity book. Ackman is known for running a deliberately small portfolio, emphasizing dominant franchises, long duration cash flows, and situations where ...

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