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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)
Press-Release Pershing Square
Fannie Mae & Freddie Mac (FNMA/FMCC)
2025 1 pp
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)
Press-Release Pershing Square
Fannie Mae & Freddie Mac (FNMA/FMCC)
2025 1 pp
Howard Hughes Holdings Inc. (HHH)
Shareholder-Letter Pershing Square
Howard Hughes Holdings Inc. (HHH)
2025 14 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
Netflix, Inc. (NFLX)
Shareholder-Letter Pershing Square
Netflix, Inc. (NFLX)
2022 1 pp
Pershing Square Holdings Portfolio (multi-position) (PSH)
Activist-Deck Pershing Square
Pershing Square Holdings Portfolio (multi-position) (PSH)
2022 68 pp playbook
Netflix, Inc. (NFLX)
Shareholder-Letter Pershing Square
Netflix, Inc. (NFLX)
2022 3 pp
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
United Technologies; ADP (UTX; ADP)
Press-Release Pershing Square
United Technologies; ADP (UTX; ADP)
2019 1 pp
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
Herbalife, Ltd. (HLF)
Press-Release Pershing Square
Herbalife, Ltd. (HLF)
2016 2 pp
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)
Press-Release Pershing Square
Valeant Pharmaceuticals International (VRX)
2016 1 pp
Valeant Pharmaceuticals International (VRX)
Press-Release Pershing Square
Valeant Pharmaceuticals International (VRX)
2016 1 pp
Valeant Pharmaceuticals International (VRX)
Press-Release Pershing Square
Valeant Pharmaceuticals International (VRX)
2016 1 pp
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)
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
Herbalife, Ltd. (HLF)
Shareholder-Letter Pershing Square
Herbalife, Ltd. (HLF)
2015 2 pp
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
Pershing Square Portfolio (multiple positions)
Activist-Deck Pershing Square
Pershing Square Portfolio (multiple positions)
2015 67 pp playbook
Herbalife, Ltd. (HLF)
Other Pershing Square
Herbalife, Ltd. (HLF)
2015 10 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
Herbalife, Ltd. (HLF)
Shareholder-Letter Pershing Square
Herbalife, Ltd. (HLF)
2014 19 pp
Fannie Mae & Freddie Mac (FNMA / FMCC)
Conference-Presentation Pershing Square
Fannie Mae & Freddie Mac (FNMA / FMCC)
2014 111 pp playbook
Allergan, Inc. (AGN)
Activist-Deck Pershing Square
Allergan, Inc. (AGN)
2014 110 pp
The Procter & Gamble Company (PG)
Conference-Presentation Pershing Square
The Procter & Gamble Company (PG)
2013 45 pp playbook
Herbalife, Ltd. (HLF)
Research-Note Pershing Square
Herbalife, Ltd. (HLF)
2013 14 pp
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
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
Canadian Pacific Railway (CP)
Activist-Deck Pershing Square
Canadian Pacific Railway (CP)
2012 112 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
Family Dollar Stores (FDO)
Activist-Deck Pershing Square
Family Dollar Stores (FDO)
2011 42 pp