Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | Mohnish Pabrai % |
|---|---|---|
| No shared positions. | ||
Bill Ackman runs Pershing Square Capital Management, L.P. ($13.71B disclosed). Mohnish Pabrai runs Dalal Street, LLC ($422.9M disclosed). They share 0 common positions, with 10 names unique to Bill Ackman's book and 3 unique to Mohnish Pabrai's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Bill Ackman % | Mohnish Pabrai % |
|---|---|---|
| No shared positions. | ||
Bill Ackman runs Pershing Square Capital Management, L.P. ($13.71B disclosed). Mohnish Pabrai runs Dalal Street, LLC ($422.9M disclosed). They share 0 common positions, with 10 names unique to Bill Ackman's book and 3 unique to Mohnish Pabrai's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
