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Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?

This very concentrated portfolio has a bunch of new holdings -- including some investor favorites.

Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?

Published August 28, 2026 · Category: Finance

Overview

Bill Ackman is the Founder and CEO of the Pershing Square Capital Management hedge fund company. Many investors follow his moves, because he's pretty good at investing. Per Pershing Square, the fund's cumulative net gains since its inception in January 2004 are 2,644% as of the end of 2025 -- amounting to an average annual gain of around 16%.

That's pretty good, considering that the overall stock market averaged only about 11% over that same period, and its long-term average annual gain is around 10%. It's enough to have made Ackman a billionaire, recently worth $8.9 billion, perForbes.

Image source: Getty Images.

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Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.