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#101
Bill Ackman
#101

Bill Ackman

United States

Net Worth

$9.5B

Source of Wealth

Hedge Funds

Global Rank

#101 of 102

About Bill Ackman

William Albert Ackman is the founder and CEO of Pershing Square Capital Management, a hedge fund known for concentrated, activist investments. Born in New York City in 1966, Ackman graduated from Harvard Business School and launched his career with an early fund, Gotham Partners, before founding Pershing Square in 2004.

Ackman is famous for his bold, public investment theses — including a highly profitable bet against the municipal bond insurer MBIA and a massive short position against Herbalife. He made one of the greatest trades in history by purchasing credit default swaps before the COVID-19 crash in March 2020, turning $27 million into $2.6 billion in roughly three weeks.

He is also known for his activist campaigns at companies like Canadian Pacific Railway, Wendy's, Target, and J.C. Penney — with results ranging from spectacular successes to costly failures. His transparency and willingness to engage publicly on X (Twitter) have made him one of the most recognizable hedge fund managers in the world.

Key Achievements

COVID Hedge: $27M to $2.6B

Purchased credit default swaps in February 2020 that turned $27 million into approximately $2.6 billion during the March 2020 market crash — one of the greatest single trades in history.

Canadian Pacific Railway Turnaround

Led an activist campaign at Canadian Pacific Railway in 2012 that replaced the CEO and board, transforming it into one of North America's best-performing railroads and generating billions in returns.

Founded Pershing Square Capital Management

Built Pershing Square from scratch in 2004 into one of the world's most prominent activist hedge funds, managing over $16 billion in assets.

Pershing Square Holdings IPO

Listed Pershing Square Holdings on the Euronext Amsterdam in 2014, creating permanent capital that survived the Valeant downturn without forced redemptions.

Chipotle Investment

Invested in Chipotle Mexican Grill after the E. coli crisis in 2016, helped install new management, and saw the stock price more than quadruple.

Notable Quotes

I am a long-term, concentrated, research-intensive investor.

Bill Ackman

The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and the durability of that advantage.

Bill Ackman

I think the secret to investing is to be a learning machine.

Bill Ackman

Risk is not the same as volatility. Risk is the permanent loss of capital.

Bill Ackman

Transparency is the best form of regulation.

Bill Ackman

Key Decisions

1992

Graduated from Harvard Business School and co-founded Gotham Partners with fellow Harvard grad David Berkowitz.

2002

Published 'Is MBIA Triple A?' — a detailed public short thesis against the bond insurer that proved prescient during the financial crisis.

2003

Wound down Gotham Partners after a bitter dispute with regulators and investors, a humbling experience that shaped his future approach.

2004

Founded Pershing Square Capital Management with a focus on concentrated activist investing.

2011

Launched activist campaign at Canadian Pacific Railway, ultimately replacing CEO and board, leading to massive stock appreciation.

2012

Initiated a $1 billion short position against Herbalife, sparking a years-long public battle with Carl Icahn.

2014

Listed Pershing Square Holdings on Euronext Amsterdam, creating permanent capital vehicle.

2015

Made a large investment in Valeant Pharmaceuticals that would become a costly lesson when the stock collapsed.

2016

Invested in Chipotle Mexican Grill during its E. coli crisis, helping drive a management transformation.

2020

Executed the legendary COVID hedge — $27 million in credit default swaps turned into $2.6 billion in approximately three weeks.

2024

Became one of the most influential voices on X (Twitter), engaging directly on politics, markets, and policy with millions of followers.

Early Life

Born in Chappaqua, New York, Ackman grew up in a middle-class family. His father, Lawrence Ackman, was the chairman of a real estate finance firm. Ackman attended Harvard College and then Harvard Business School. He co-founded Gotham Partners in 1992, his first hedge fund, which he wound down in 2003 after regulatory and performance challenges.

Companies & Ventures

Pershing Square Capital Management

$16B+ AUM

Founder & CEO · Est. 2004

Activist hedge fund managing over $16 billion with a concentrated portfolio strategy. Known for taking large positions and working with management to improve operations.

Activist InvestingConcentrated Portfolio10-15 Core Positions

Pershing Square Holdings

Chairman · Est. 2014

Publicly listed closed-end fund on Euronext Amsterdam that mirrors the hedge fund's portfolio, providing permanent capital without redemption pressure.

Euronext ListedPermanent CapitalPSH.NA

Portfolio & Holdings

Notable public equity positions associated with Bill Ackman.

HHH

Howard Hughes Holdings

QSR

Restaurant Brands International

CMG

Chipotle Mexican Grill

HLT

Hilton Worldwide

CP

Canadian Pacific Kansas City

GOOG

Alphabet

BN

Brookfield Corporation

MNST

Monster Beverage

Investment Principles

1

Concentration Over Diversification

Focus on 10-15 high-conviction positions rather than spreading across dozens of names. Deep research enables high-confidence bets.

2

Activist Engagement

Take meaningful ownership stakes and actively engage with management and boards to unlock value and drive operational improvements.

3

Simple, Predictable Businesses

Invest in businesses with durable competitive advantages, predictable cash flows, and limited exposure to technological disruption.

4

Asymmetric Risk-Reward

Seek investments where the downside is limited but the upside is multiples of the investment. The COVID hedge exemplified this principle perfectly.

5

Learn from Mistakes Publicly

Acknowledge errors transparently. The Valeant and Herbalife experiences made Pershing Square a better investor.

Life Lessons & Insights

Resilience After Public Failure

The Gotham Partners wind-down and the Valeant collapse were devastating setbacks, but Ackman rebuilt each time by learning and adapting.

Conviction Requires Courage

Going public with an investment thesis invites criticism and short-term pain, but transparency creates accountability that drives better outcomes.

One Great Trade Can Change Everything

The COVID hedge proved that a single asymmetric bet, properly sized and timed, can generate generational returns.

Know When to Walk Away

Exiting Herbalife and Valeant required acknowledging mistakes. The best investors cut losses rather than doubling down on broken theses.

Philanthropy

Ackman has signed the Giving Pledge, committing to give away the majority of his wealth. He has donated hundreds of millions to education, arts, and social causes, including major gifts to his alma mater Harvard and to organizations focused on homelessness and affordable housing.

Deep Dives

Go deeper into what makes Bill Ackman exceptional.

Explore More

See how Glen Bradford applies these principles to his own investing. Long Fannie Mae & Freddie Mac junior preferred — and not going anywhere.