Bill Ackman

Changelog

A record of updates, improvements, and new features shipped for the Bill Ackman Knowledge Base.

V 1.5

2026-08-04

OCR-Shattered Tables Restored + Source Debt Registry

Tables — PSH Annual Reports

  • •Restored 9 OCR-shattered tables across the Pershing Square Holdings annual reports (2014 performance; 2016 / 2017 winners & losers attribution; 2018–2023 dual-period contributor / detractor attribution). Dual-period attribution tables were programmatically extracted and reassembled from the KB_raw PDF source via pdfplumber (Class B two-column interleaving; OCR line-breaks and dropped rows such as the 2022 Netflix / Lowe's lines filled from the PDF).

Source Registry

  • •Populated the BA source debt registry — 63 sources triaged and classified.
  • •Created this changelog page and wired it into the BASidebar navigation.

V 1.4

2026-08-03

W4 Source Expansion, R3 Full-Text Upgrade, SEC 13D & Layout

W4 — 38 Source Pages

  • •Wrote 38 source pages to close broken-link holes: 11 deck excerpt pages, 3 Ira Sohn conference notes (boundary-noted), 20 A-grade full-text pages (9 interviews including the 39,353-word lex-fridman-2024 transcript, 6 SEC/letters, 4 Twitter), a prospectus excerpt page, and the Valeant defense webcast slides excerpt page (new corpus extracted via PyMuPDF). All 20 A-grade pages strip-verified MATCH; all blockquotes passed the verbatim gate.

R3 Full-Text Upgrade

  • •Embedded clean full text into 4 speeches (Ira Sohn ×3 + Valeant webcast, scrubbed of blog navigation noise) and 10 PSH annual-report pages (Chairman's Statement + Investment Manager's Report continuous spans). ba_structure_verify 14/14 PASS.

SEC 13D & Layout

  • •Removed 3 SEC 13D pages (holdings disclosure is not investment opinion) and rebuilt the SEC 13D cover-page table in full (Item 1–14 + multi-filer merge).
  • •Wave 0+1 layout pass: mechanically split 105 source text-walls into paragraphs (dual-verified, zero word change). PSH reports switched from garbled PDF-to-text to an embedded original-PDF iframe. G9 inline-quote gate driven to zero.

V 1.3

2026-08-02

G1 People Gate — 0% → 100%

People Gate

  • •Fixed the G1 people gate from 0% to 100%: Biography section rename and section aliases so the people pages satisfy the depth gate.

V 1.2

2026-08-01

W0 Shared Markdown Pipeline & Quality Gates

Pipeline & Gates

  • •Adopted the W0 shared markdown pipeline, BA-specific CSS, and the G6 / G7 / G8 quality gates — bringing BA onto the same content-rendering and validation foundation as the other KBs.

V 1.1

2026-07-30

Architecture Consolidation

Consolidation

  • •BA share of the PTJ / Buffett R2–R7 / Bill Ackman consolidation commit — initial data-layer and architecture alignment with the other new KBs.

V 1.0

2026-07-30

Initial Build — Bill Ackman Knowledge Base

Initial Build

  • •Built the Bill Ackman KB: Pershing Square holdings reports, investor letters, Ira Sohn conference decks, SEC filings, and key interviews as the source corpus, with concepts and people layers.