Ackman's Biggest Portfolio Overhaul in Years Includes a Return to Netflix

Bill Ackman Is Buying Netflix. Should Investors Load Up, Too?

Shares of Netflix are still down 30% over the past 12 months, but there are plenty of reasons for investors to be optimistic.

Ackman's Biggest Portfolio Overhaul in Years Includes a Return to Netflix

Bill Ackman once fled Netflix at a loss, so his decision to buy back in now raises a pointed question: does he see a genuine turnaround forming in a stock that has badly lagged the market, or is he walking into the same trap twice?

Tracking Bill Ackman's Pershing Square 13F Portfolio - Q2 2026 Update (NYSE:PS)

Pershing Square's Q2 2026 13F portfolio surged to $19.47B, expanding from 10 to 14 positions. Check out the portfolio here.

Pershing Square Takes 4.9% Portfolio Stake In Netflix (NASDAQ: NFLX), Sending Shares Higher

Netflix (NASDAQ: NFLX) shares jumped 3.3% in the afternoon session after activist firm Pershing Square Capital Management disclosed a substantial new equity position in the streaming giant. Pershing Square, led by billionaire Bill Ackman, revealed a new stake of 3.15 million shares, representing 4.9% of the firm’s total portfolio. The move carries particular significance given that Ackman previously held a position in Netflix before selling it a…

Bill Ackman Returns to Netflix as Pershing Square Adds Six New Stakes

Bill Ackman's Pershing Square is returning to Netflix while adding five other new investments, betting on businesses with strong long-term growth prospects.

Ackman Takes Position in Netflix as Company Faces 11.7% Slower Growth

LOS GATOS, California, August 17, 2026, 08:17 PDT — U.S. cash markets are currently trading. Pershing Square, led by Bill Ackman, revealed it has taken a new stake in Netflix following an extended decline in the company's share price.Netflix bought back $5.9 billion in shares during the first half, with an average implied price of…