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21 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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21 results · page 1 of 1
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Howard Hughes Holdings Inc. (HHH)
Shareholder-Letter Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 14 pp playbook
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)
Activist-Deck Pershing Square
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)
2016 104 pp playbook
Valeant Pharmaceuticals International (VRX)
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 47 pp playbook
Valeant Pharmaceuticals International (VRX)
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 47 pp playbook
Herbalife, Ltd. (HLF)
Other Pershing Square
Herbalife, Ltd. (HLF)
2015 10 pp playbook
Fannie Mae & Freddie Mac (FNMA / FMCC)
Conference-Presentation Pershing Square
Fannie Mae & Freddie Mac (FNMA / FMCC)
2014 111 pp playbook
J.C. Penney Company, Inc. (JCP)
Conference-Presentation Pershing Square
J.C. Penney Company, Inc. (JCP)
2012 64 pp playbook
Burger King Worldwide Holdings (BKW)
Activist-Deck Pershing Square
Burger King Worldwide Holdings (BKW)
2012 9 pp playbook
Lowe's Companies, Inc. (LOW)
Conference-Presentation Pershing Square
Lowe's Companies, Inc. (LOW)
2011 23 pp playbook
Fortune Brands Home & Security (FBHS)
Conference-Presentation Pershing Square
Fortune Brands Home & Security (FBHS)
2011 33 pp playbook
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)
Conference-Presentation Pershing Square
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)
2011 151 pp playbook
Mall REIT sector (long General Growth Properties) (GGP)
Conference-Presentation Pershing Square
Mall REIT sector (long General Growth Properties) (GGP)
2010 89 pp playbook
NRSRO Rating Agencies (Moody's, S&P, Fitch)
Other Pershing Square
NRSRO Rating Agencies (Moody's, S&P, Fitch)
2010 12 pp playbook
Mall REIT sector (long General Growth Properties) (GGP)
Conference-Presentation Pershing Square
Mall REIT sector (long General Growth Properties) (GGP)
2009 68 pp playbook
Corrections Corporation of America (CXW)
Conference-Presentation Pershing Square
Corrections Corporation of America (CXW)
2009 40 pp playbook
Realty Income Corp (O)
Conference-Presentation Pershing Square
Realty Income Corp (O)
2009 35 pp playbook
General Growth Properties (GGWPQ)
Activist-Deck Pershing Square
General Growth Properties (GGWPQ)
2009 68 pp playbook
Target Corporation (TGT)
Activist-Deck Pershing Square
Target Corporation (TGT)
2009 80 pp playbook
Target Corporation (TGT)
Activist-Deck Pershing Square
Target Corporation (TGT)
2008 80 pp playbook
Borders Group, Inc. (BGP)
Conference-Presentation Pershing Square
Borders Group, Inc. (BGP)
2006 53 pp playbook
McDonald's Corporation (MCD)
Activist-Deck Pershing Square
McDonald's Corporation (MCD)
2006 58 pp playbook