Ackman has added ICE to his portfolio as part of a broader strategy to invest in high-quality financial infrastructure.
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Bill Ackman just made some big changes to his portfolio
Aug 15, 2026
The creator discusses Bill Ackman's recent portfolio shifts, highlighting his return to Netflix and new investments in financial services and exchange operators, framing these as 'quality' businesses that are currently undervalued.
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Ackman has added S&P Global to his portfolio as part of a broader strategy to invest in high-quality financial infrastructure.
Ackman has added Mastercard to his portfolio as part of a broader strategy to invest in high-quality financial infrastructure.
Ackman has added Visa to his portfolio as part of a broader strategy to invest in high-quality financial infrastructure.
Bill Ackman has re-entered a position in Netflix, citing its dominance in the streaming wars and expected margin expansion.
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