Ackman's six new positions
Does the next quarterly filing confirm Alcon and Intercontinental Exchange, and are all six still held?
Where it stands
- Kept Netflix: 13,081,465 shares, $934.0 million in the June 30 filing. Confirmed Aug 14, 2026
- Kept Visa: $1.12 billion in the June 30 filing. Confirmed Aug 14, 2026
- Kept Mastercard: $1.09 billion in the June 30 filing. Confirmed Aug 14, 2026
- Kept S&P Global: $1.06 billion in the June 30 filing. Confirmed Aug 14, 2026
- Not yet due Intercontinental Exchange: named in the letter, absent from the June 30 filing. Q3 13F, by Nov 16, 2026
- Not yet due Alcon: named in the letter, absent from the June 30 filing. Q3 13F, by Nov 16, 2026
What would settle it
The Form 13F-HR for the quarter ending Sep 30, 2026, due within 45 days. It lists every US-listed position by name, share count and value. Two of the six could not be checked in August because they were bought after the June 30 cutoff.
Q3 13F due
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days to go, on 16 November 2026
Netflix
NFLX
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Visa
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Mastercard
MA
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S&P Global
SPGI
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Intercontinental Exchange
ICE
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Alcon
ALC
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The people
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Bill Ackman
Founder and CEO, Pershing Square
Named the six in his Aug 12, 2026 letter to shareholders. His firm's filing two days later could show only four of them.
Filings since 12 August 2026
Pershing Square Inc., from the SEC's own feed
- Checking EDGAR...
On the record since then
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- 2026-11-02 Statement Pershing Square Inc.'s third-quarter letter, signed by Ackman and Ryan Israel, lists all six in its table of portfolio companies as of Sep 30, each marked "new position initiated during the year": Netflix, Mastercard, Visa, Intercontinental Exchange, S&P Global and Alcon. So Alcon and ICE were held at the quarter end, on the firm's own word. The letter counts seven new investments this year (Microsoft is the seventh) and says an eighth was started after Sep 30, to be named once the buying is done. This is the firm's account, not the filing; the 13F due by Nov 16 is what settles it. Source
- 2026-08-14 Filing Form 13F-HR for the quarter to June 30: 15 positions worth $19,465,692,772. Netflix, Visa, Mastercard and S&P Global are there. Alcon and Intercontinental Exchange are not, consistent with purchases after the cutoff. Source
- 2026-08-12 Statement Shareholder letter names six new investments: Visa, Mastercard, Netflix, S&P Global, Intercontinental Exchange and Alcon. Source
Closes come from a market data feed and can lag a session; the date is printed next to every number. Filings come from EDGAR. Nothing on this page is advice or a recommendation to buy or sell anything. Built on Named six new investments on Tuesday. Thursday's filing could only prove four..
