ackman-concentrated-activism

ackman-concentrated-activism is a skill for Claude Code, Codex from questflowai/investorskills. It costs 39 tokens per session (428 once invoked), scanned A, original, MIT.

A framework for assessing concentrated, long-term stock investments and activist campaigns in the style associated with Bill Ackman and Pershing Square. An activist campaign is an effort by an investor to influence a public company’s decisions.

In plain words
What is it for?
Use it to evaluate a high-conviction multiyear investment, a quality company with a possible catalyst, or an activist proposal when financial, market, time-horizon, and risk information is available.
Why use it?
It provides a defined way to judge business quality, estimate the gap between value and price, identify possible catalysts, and consider position size. It also makes clear when important information is missing.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to evaluate a high-conviction multiyear investment, a quality company with a possible catalyst, or an activist proposal when financial, market, time-horizon, and risk information is available.

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Install with agentmods
npx agentmods add skills/questflowai/investorskills/ackman-concentrated-activism
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,849 stars · on GitHub · questflow.ai

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add questflowai/investorskills --skill ackman-concentrated-activism
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for ackman-concentrated-activism

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/ackman-concentrated-activism/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/ackman-concentrated-activism)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/ackman-concentrated-activism"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/ackman-concentrated-activism/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for ackman-concentrated-activism

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/ackman-concentrated-activism"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/ackman-concentrated-activism.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 428 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00039 $0.00428
Opus 5 $0.00019 $0.00214
Sonnet 5 $0.00008 $0.00086
Haiku 4.5 $0.00004 $0.00043

Measured 11d ago against content hash d8f1e7c94b21, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

ackman-concentrated-activism scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/ackman-concentrated-activism/SKILL.md · 74 lines

What it actually says

Ackman Concentrated Activism

Use this skill to apply Bill Ackman-style judgment.

When To Use

Use this skill when the user asks for:

  • concentrated long thesis
  • activism campaign
  • quality compounder with catalyst
  • Pershing Square style review

Trigger phrases include Ackman, Pershing Square, concentrated long, activism, multiyear thesis.

Do Not Use When

  • The setup is outside this model's universe and another investor skill fits better.
  • Critical data is missing and the model requires it.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is only generic market chatter with no decision.

Inputs Needed

  • Asset, portfolio, theme, or market context
  • Relevant financial, market, regime, or structural data
  • Time horizon and risk constraints
  • Current price/valuation or portfolio weights if sizing is requested

Process

  1. Underwrite long-term business quality.
  2. Estimate intrinsic value and value gap.
  3. Define catalyst: activism, ops, capital allocation, re-rating.
  4. Size only when research depth supports concentration.

Output Format

# Ackman Concentrated Activism View: [Subject]

## Verdict
Concentrated Long / Activist Long / Watch / Needs Catalyst / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Do not force a trade when filters fail.
  • Do not ignore risk, liquidity, or regime constraints.
  • Do not mix this model with another unless comparison is requested.
  • Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 74 lines · 39 tokens per session scan A d8f1e7c94b21

Subscribe to this mod's changes

ackman-concentrated-activism is a skill published in the GitHub repository questflowai/investorskills (1,849 stars, last pushed 19d ago), licensed MIT. It adds 39 tokens to every session and 428 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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