Pershing Square Holdings Portfolio (multi-position) (PSH)

William Ackman · 2025-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

75
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
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other
Open slide detailBeat · Problem
03
front_matter
Open slide detailBeat · Problem
04
transition
Open slide detailBeat · Problem
05
introduce_nominees
06
establish_context
07
summarize
08
summarize
Open slide detailLoop · Logic Chain
09
The chart uses callout boxes to correlate specific financial events with fluctuations in the debt ratio.analyze_data
Open slide detailLoop · Logic Chain
10
Includes YTD 2025 data and a specific callout regarding discount to NAV.analyze_data
Open slide detailLoop · Logic Chain
11
The slide uses a hierarchical list structure to detail specific actions taken under each strategic pillar.propose_solution
Open slide detailBeat · SolutionLoop · Logic Chain
12
transition
Open slide detailBeat · SolutionLoop · Logic Chain
13
summarize
Open slide detailBeat · SolutionLoop · Logic Chain
14
summarize
Open slide detailBeat · SolutionLoop · Logic Chain
15
The chart highlights the correlation between corporate events (fee amendments, IPO roadshow, IPO withdrawal) and the discount to NAV.analyze_data
Open slide detailBeat · SolutionLoop · Logic Chain
16
The slide uses a chronological narrative to frame the investment history and justify the activist intervention.establish_context
Open slide detailBeat · SolutionLoop · Before After
17
establish_context
Open slide detailBeat · SolutionLoop · Before After
18
The slide details the transition of HHH into a holding company managed by Pershing Square leadership.propose_solution
Open slide detailBeat · SolutionLoop · Before After
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summarize
Open slide detailBeat · SolutionLoop · Before After
20
transition
Open slide detailBeat · SolutionLoop · Before After
21
The chart uses a dashed vertical line to visually separate the primary subject (PSH NAV) from the benchmark indices.analyze_data
22
Includes an embedded screenshot of a 2018 investor presentation slide to highlight a strategic pivot point.analyze_data
23
The slide uses a paper-texture background for the list and a grid of icons for the summary.summarize
24
The chart uses a dashed line to visually separate the primary subject (PSH) from the benchmark indices.compare_peers
25
The table distinguishes between PSLP (unlevered) and PSH (modestly levered) fee structures and performance periods.compare_peers
26
The chart highlights the significant outperformance of PSLP/PSH since firm inception in 2004.compare_peers
27
The table lists specific contributors with performance above 50 basis points, with smaller positions aggregated.analyze_data
28
Positions with contributions < 50 bps are aggregated.analyze_data
29
The table breaks down AUM into Total and Equity, and Insider Capital into Total and % of Equity for three specific funds.analyze_data
30
transition
31
summarize
32
The chart illustrates market concentration by showing the divergence between cap-weighted and equal-weighted indices.compare_peers
Open slide detailBeat · Market Size
33
The slide uses a callout circle to emphasize the 12% spread in 2023 and 2024.diagnose_problem
Open slide detailBeat · Market Size
34
The chart highlights a significant upward trend in market concentration, peaking at 39% in 2024.analyze_data
Open slide detailBeat · Market Size
35
The chart highlights the valuation premium of the top 10 stocks relative to the rest of the index.compare_peers
Open slide detailBeat · Market Size
36
The chart highlights the crossing of the 50% threshold in recent years.establish_context
Open slide detailBeat · Market Size
37
summarize
Open slide detailBeat · Market Size
38
summarize
Open slide detailBeat · Market Size
39
summarize
Open slide detailBeat · Market Size
40
The chart uses a stacked bar approach to show return attribution. The bottom section includes a memo row for current NTM P/E multiples.analyze_data
Open slide detailBeat · Market Size
41
summarize
42
The chart includes tenure in years for each employee and indicates new hires joining in early 2025.other
43
introduce_nominees
44
transition
45
This slide serves as a summary of the investment case for UMG, likely from a Pershing Square activist presentation.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
46
The chart uses callouts to correlate specific market events (Spotify/YouTube pricing, UMG corporate actions) with share price movements.illustrate_case
Open slide detailBeat · ProductLoop · Mece Breakdown
47
This is a classic activist investor thesis slide summarizing the bull case for a portfolio company.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
48
The slide uses a timeline-annotated line chart to contextualize stock performance against specific company milestones.analyze_data
Open slide detailBeat · ProductLoop · Mece Breakdown
49
The slide uses a structured list format to present the investment thesis, focusing on business quality, growth, and valuation.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
50
The chart uses callouts to correlate specific corporate milestones with share price movements.analyze_data
Open slide detailBeat · ProductLoop · Mece Breakdown
51
This slide uses a structured list format to present key investment pillars.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
52
The slide uses a comparison table to highlight a valuation gap between QSR and its primary competitors.compare_peers
Open slide detailBeat · ProductLoop · Mece Breakdown
53
The chart uses callout boxes to link specific dates to corporate milestones (acquisitions and leadership changes).summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
54
This slide serves as a summary of the investment thesis for Chipotle, highlighting both historical performance and future growth drivers.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
55
The chart uses callouts to link specific historical events to share price movements.illustrate_case
Open slide detailBeat · ProductLoop · Mece Breakdown
56
This slide serves as a high-level thesis summary for an activist investor presentation.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
57
The slide justifies a specific financial instrument strategy (derivatives) as a way to maintain exposure while freeing up capital and avoiding 13-F disclosure.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
58
The chart highlights the negative impact of specific earnings reports and guidance changes on the stock price.diagnose_problem
Open slide detailBeat · ProductLoop · Mece Breakdown
59
The slide uses a structured list format to highlight key performance indicators and strategic outlooks.summarize
Open slide detailBeat · ProductLoop · Mece Breakdown
60
The slide highlights the growth of HLT stock relative to an initial cost basis of $73.illustrate_case
Open slide detailBeat · ProductLoop · Mece Breakdown
61
Slide 61 from an activist investor deck, likely Pershing Square.summarize
62
The slide uses a line chart with callout boxes to correlate specific corporate milestones with share price movements.illustrate_case
63
summarize
64
The chart uses a timeline-based annotation style to correlate stock price movements with specific events.analyze_data
65
The slide uses a combination of bulleted lists and callout boxes to present a political and financial argument for GSE privatization.summarize
66
The chart uses a timeline-based annotation style to correlate market volatility with specific litigation and election events.analyze_data
67
Includes a specific callout box at the bottom summarizing the investment thesis.summarize
68
summarize
69
The chart uses a combination of bar segments (EBITDA and SBC) and a line for margins, with a dashed box for the long-term target.quantify_opportunity
70
The slide highlights a disconnect between market price and fundamental earnings growth.expose_contradiction
71
preempt_rebuttal
73
Standard legal disclaimer page for an activist investor presentation.other
75
summarize