Warren Buffett vs. Bill Ackman: One Piled Into Amazon While the Other Sold
The Motley Fool
by newsfeedback@fool.com (Bram Berkowitz)February 26, 2026
AI-Generated Deep Dive Summary
Buffett and Ackman, two titans of the investment world, have taken starkly different approaches to Amazon (NASDAQ: AMZN). While Warren Buffett, often hailed as the greatest investor of all time, has significantly increased his stake in the tech giant, Bill Ackman, the renowned CEO of Pershing Square Capital Management, has chosen to sell most of his firm's holdings in the company. This divergence highlights the contrasting strategies and perspectives of two legendary investors, sparking curiosity among finance enthusiasts about their reasoning.
Warren Buffett, who has led Berkshire Hathaway for nearly six decades, is known for his long-term, value-oriented approach. His decision to pile into Amazon suggests he sees significant potential in the company's future growth, particularly in areas like e-commerce and cloud computing. On the other hand, Bill Ackman, whose firm typically holds a concentrated portfolio of 10-12 stocks based on thorough bottom-up analysis, has chosen to reduce his exposure to Amazon. This move reflects his own investment thesis, which may prioritize different factors or anticipate challenges that could impact Amazon's performance.
The contrasting moves by Buffett and Ackman underscore the diversity of perspectives among even the most seasoned investors. While Buffett's strategy often involves identifying undervalued companies with strong competitive advantages, Ackman's approach leans toward activist investing and long-term growth potential. Their differing stances on Amazon demonstrate how two highly respected figures in finance can interpret market dynamics—and individual company prospects—in entirely different ways.
For readers interested in finance and investing, this story offers valuable insights into the decision-making processes of top investors. It highlights the importance of staying informed about market trends, company performance, and the diverse strategies employed by professionals in the field. By understanding these differing approaches, investors can gain a deeper appreciation for the complexities of the financial world and make more well-rounded decisions in their own portfolios.
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Originally published on The Motley Fool on 2/26/2026