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35 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

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Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2026 85 pp playbook
Howard Hughes Holdings Inc. (HHH)
Activist-Deck Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 55 pp
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2025 75 pp playbook
Uber Technologies (UBER)
Activist-Deck Pershing Square
Uber Technologies (UBER)
2025 5 pp playbook
Fannie Mae & Freddie Mac (FNMA / FMCC)
Activist-Deck Pershing Square
Fannie Mae & Freddie Mac (FNMA / FMCC)
2025 104 pp playbook
Fannie Mae & Freddie Mac (FNMA/FMCC)
Activist-Deck Pershing Square
Fannie Mae & Freddie Mac (FNMA/FMCC)
2025 104 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2024 59 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2023 62 pp
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2022 68 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2021 57 pp
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2020 62 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2019 58 pp playbook
Starbucks (SBUX)
Conference-Presentation Pershing Square
Starbucks (SBUX)
2018 43 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2018 58 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2018 58 pp playbook
Automatic Data Processing (ADP) (ADP)
Activist-Deck Pershing Square
Automatic Data Processing (ADP) (ADP)
2017 168 pp playbook
Herbalife, Ltd. (HLF)
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2017 15 pp playbook
Howard Hughes Corporation (HHC)
Conference-Presentation Pershing Square
Howard Hughes Corporation (HHC)
2017 50 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 86 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 95 pp playbook
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 95 pp playbook
Herbalife, Ltd. (HLF)
Conference-Presentation Pershing Square
Herbalife, Ltd. (HLF)
2016 48 pp playbook
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)
Activist-Deck Pershing Square
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)
2016 82 pp playbook
Multiple holdings (Pershing Square portfolio)
Activist-Deck Pershing Square
Multiple holdings (Pershing Square portfolio)
2016 82 pp playbook
Valeant Pharmaceuticals International (VRX)
Activist-Deck Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 39 pp
Valeant Pharmaceuticals International (VRX)
Activist-Deck Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 39 pp
Herbalife, Ltd. (HLF)
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2015 63 pp playbook
Pershing Square Portfolio (multiple positions)
Activist-Deck Pershing Square
Pershing Square Portfolio (multiple positions)
2015 67 pp playbook
Pershing Square portfolio (multi-target)
Activist-Deck Pershing Square
Pershing Square portfolio (multi-target)
2015 81 pp playbook
Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie)
Activist-Deck Pershing Square
Pershing Square portfolio (Allergan, Herbalife, Canadian Pacific, Air Products, Restaurant Brands, Platform Specialty, Zoetis, Howard Hughes, Fannie/Freddie)
2015 81 pp
Pershing Square Portfolio (multi-position annual update)
Activist-Deck Pershing Square
Pershing Square Portfolio (multi-position annual update)
2015 81 pp playbook
The Procter & Gamble Company (PG)
Conference-Presentation Pershing Square
The Procter & Gamble Company (PG)
2013 45 pp playbook
Herbalife, Ltd. (HLF)
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2012 334 pp playbook
Herbalife, Ltd. (HLF)
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2012 334 pp playbook
Canadian Pacific Railway (CP)
Activist-Deck Pershing Square
Canadian Pacific Railway (CP)
2012 112 pp playbook