decks · corpus
Browse the corpus
50 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2026 · 85 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2025 · 75 pp · playbook
Activist-Deck Pershing Square
Uber Technologies (UBER)
2025 · 5 pp · playbook
Activist-Deck Pershing Square
Fannie Mae & Freddie Mac (FNMA / FMCC)
2025 · 104 pp · playbook
Activist-Deck Pershing Square
Fannie Mae & Freddie Mac (FNMA/FMCC)
2025 · 104 pp · playbook
Shareholder-Letter Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 · 14 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2024 · 59 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2022 · 68 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2020 · 62 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2019 · 58 pp · playbook
Conference-Presentation Pershing Square
Starbucks (SBUX)
2018 · 43 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2018 · 58 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2018 · 58 pp · playbook
Activist-Deck Pershing Square
Automatic Data Processing (ADP) (ADP)
2017 · 168 pp · playbook
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2017 · 15 pp · playbook
Conference-Presentation Pershing Square
Howard Hughes Corporation (HHC)
2017 · 50 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 · 86 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 · 95 pp · playbook
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2017 · 95 pp · playbook
Conference-Presentation Pershing Square
Herbalife, Ltd. (HLF)
2016 · 48 pp · playbook
Activist-Deck Pershing Square
Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)
2016 · 82 pp · playbook
Activist-Deck Pershing Square
Multiple holdings (Pershing Square portfolio)
2016 · 82 pp · playbook
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
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2015 · 63 pp · playbook
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 · 47 pp · playbook
Conference-Presentation Pershing Square
Valeant Pharmaceuticals International (VRX)
2015 · 47 pp · playbook
Activist-Deck Pershing Square
Pershing Square Portfolio (multiple positions)
2015 · 67 pp · playbook
Other Pershing Square
Herbalife, Ltd. (HLF)
2015 · 10 pp · playbook
Activist-Deck Pershing Square
Pershing Square portfolio (multi-target)
2015 · 81 pp · playbook
Activist-Deck Pershing Square
Pershing Square Portfolio (multi-position annual update)
2015 · 81 pp · playbook
Conference-Presentation Pershing Square
Fannie Mae & Freddie Mac (FNMA / FMCC)
2014 · 111 pp · playbook
Conference-Presentation Pershing Square
The Procter & Gamble Company (PG)
2013 · 45 pp · playbook
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2012 · 334 pp · playbook
Activist-Deck Pershing Square
Herbalife, Ltd. (HLF)
2012 · 334 pp · playbook
Conference-Presentation Pershing Square
J.C. Penney Company, Inc. (JCP)
2012 · 64 pp · playbook
Activist-Deck Pershing Square
Burger King Worldwide Holdings (BKW)
2012 · 9 pp · playbook
Activist-Deck Pershing Square
Canadian Pacific Railway (CP)
2012 · 112 pp · playbook
Conference-Presentation Pershing Square
Lowe's Companies, Inc. (LOW)
2011 · 23 pp · playbook
Conference-Presentation Pershing Square
Fortune Brands Home & Security (FBHS)
2011 · 33 pp · playbook
Conference-Presentation Pershing Square
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)
2011 · 151 pp · playbook
Conference-Presentation Pershing Square
Mall REIT sector (long General Growth Properties) (GGP)
2010 · 89 pp · playbook
Other Pershing Square
NRSRO Rating Agencies (Moody's, S&P, Fitch)
2010 · 12 pp · playbook
Conference-Presentation Pershing Square
Mall REIT sector (long General Growth Properties) (GGP)
2009 · 68 pp · playbook
Conference-Presentation Pershing Square
Corrections Corporation of America (CXW)
2009 · 40 pp · playbook
Conference-Presentation Pershing Square
Realty Income Corp (O)
2009 · 35 pp · playbook
Activist-Deck Pershing Square
General Growth Properties (GGWPQ)
2009 · 68 pp · playbook
Activist-Deck Pershing Square
Target Corporation (TGT)
2009 · 80 pp · playbook
Activist-Deck Pershing Square
Target Corporation (TGT)
2008 · 80 pp · playbook
Conference-Presentation Pershing Square
Borders Group, Inc. (BGP)
2006 · 53 pp · playbook
Activist-Deck Pershing Square
McDonald's Corporation (MCD)
2006 · 58 pp · playbook