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46 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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01_Pershing_Square×from 2015×clear all
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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