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Multiple holdings (Pershing Square portfolio)
Activist-Deck Pershing Square
Multiple holdings (Pershing Square portfolio)
2016 82 pp playbook
Epiq Systems, Inc. (EPIQ)
Activist-Deck Marcato
Epiq Systems, Inc. (EPIQ)
2016 13 pp playbook
Outerwall Inc. (OUTR)
Activist-Deck Engaged Capital
Outerwall Inc. (OUTR)
2016 32 pp
Bank of East Asia, Limited (0023.HK)
Activist-Deck Elliott Management
Bank of East Asia, Limited (0023.HK)
2016 23 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
Viacom (VIAB)
Activist-Deck SpringOwl
Viacom (VIAB)
2016 99 pp playbook
Macy's Inc. (M)
Activist-Deck Starboard Value
Macy's Inc. (M)
2016 27 pp playbook
SpringOwl | Activist Presentation Deck | 99 slides
Activist-Deck springowl
SpringOwl | Activist Presentation Deck | 99 slides
2015 99 pp playbook
Yahoo! Inc. (YHOO)
Activist-Deck SpringOwl
Yahoo! Inc. (YHOO)
2015 99 pp playbook
American Capital, Ltd. (ACAS)
Activist-Deck Elliott Management
American Capital, Ltd. (ACAS)
2015 34 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
General Electric (GE)
Activist-Deck Trian Partners
General Electric (GE)
2015 81 pp playbook
Advance Auto Parts (AAP)
Activist-Deck Starboard Value
Advance Auto Parts (AAP)
2015 23 pp
Icahn Enterprises L.P. (self) (IEP)
Activist-Deck Icahn
Icahn Enterprises L.P. (self) (IEP)
2015 42 pp playbook
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
Rovi Corporation (ROVI)
Activist-Deck Engaged Capital
Rovi Corporation (ROVI)
2015 20 pp
E.I. du Pont de Nemours and Company (DuPont) (DD)
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 88 pp playbook
E.I. du Pont de Nemours and Company (DuPont) (DD)
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 87 pp playbook
E.I. du Pont de Nemours and Company (DuPont) (DD)
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 87 pp playbook
E.I. du Pont de Nemours and Company (DuPont) (DD)
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 45 pp
E.I. du Pont de Nemours and Company (DuPont) (DD)
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 5 pp playbook
Macellum The Childrens Place Presentation April 2015
Activist-Deck macellum-the-childrens-place-presentation-april-2015
Macellum The Childrens Place Presentation April 2015
2015 62 pp playbook
Trian Partners | Activist Presentation Deck | 7 slides
Activist-Deck trian-partners
Trian Partners | Activist Presentation Deck | 7 slides
2015 7 pp
H.J. Heinz Company (HNZ)
Activist-Deck Trian Partners
H.J. Heinz Company (HNZ)
2015 7 pp playbook
The Bank of New York Mellon (BK)
Activist-Deck Marcato
The Bank of New York Mellon (BK)
2015 153 pp playbook
E.I. du Pont de Nemours and Company (DuPont) (DD)
Activist-Deck Trian Partners
E.I. du Pont de Nemours and Company (DuPont) (DD)
2015 95 pp playbook
Brookdale Senior Living Inc. (BKD)
Activist-Deck Sandell
Brookdale Senior Living Inc. (BKD)
2015 18 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
TransCanada Corp (TRP)
Activist-Deck Sandell
TransCanada Corp (TRP)
2014 17 pp playbook
Dillard's, Inc. (DDS)
Activist-Deck Marcato
Dillard's, Inc. (DDS)
2014 11 pp playbook
Crown Castle International Corp. (CCI)
Activist-Deck Corvex
Crown Castle International Corp. (CCI)
2014 44 pp playbook
Darden Restaurants, Inc. (DRI)
Activist-Deck Starboard Value
Darden Restaurants, Inc. (DRI)
2014 294 pp playbook
Darden Restaurants, Inc. (DRI)
Activist-Deck Starboard Value
Darden Restaurants, Inc. (DRI)
2014 294 pp playbook
Darden Restaurants, Inc. (DRI)
Activist-Deck Starboard Value
Darden Restaurants, Inc. (DRI)
2014 6 pp playbook
Pershing Square | Activist Presentation Deck | 39 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 39 slides
2014 39 pp
Pershing Square | Activist Presentation Deck | 120 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 120 slides
2014 120 pp playbook
iRobot Corp (IRBT)
Activist-Deck Spruce Point Capital
iRobot Corp (IRBT)
2014 64 pp
Allergan, Inc. (AGN)
Activist-Deck Pershing Square
Allergan, Inc. (AGN)
2014 110 pp
Macellum Perry Ellis Presentation April 2014
Activist-Deck macellum-perry-ellis-presentation-april-2014
Macellum Perry Ellis Presentation April 2014
2014 15 pp playbook
Third Point Management | Activist Presentation Deck | 30 slides
Activist-Deck third-point-management
Third Point Management | Activist Presentation Deck | 30 slides
2014 30 pp playbook
Pershing Square | Activist Presentation Deck | 110 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 110 slides
2014 110 pp
Sotheby's (BID)
Activist-Deck Third Point
Sotheby's (BID)
2014 30 pp
Darden Restaurants, Inc. (DRI)
Activist-Deck Starboard Value
Darden Restaurants, Inc. (DRI)
2014 108 pp playbook
Darden Restaurants, Inc. (DRI)
Activist-Deck Starboard Value
Darden Restaurants, Inc. (DRI)
2014 108 pp playbook
Riverbed Technology, Inc. (RVBD)
Activist-Deck Elliott Management
Riverbed Technology, Inc. (RVBD)
2014 14 pp playbook
Pershing Square | Activist Presentation Deck | 63 slides
Activist-Deck pershing-square
Pershing Square | Activist Presentation Deck | 63 slides
2014 63 pp playbook
FirstGroup plc (FGP)
Activist-Deck Sandell
FirstGroup plc (FGP)
2014 56 pp playbook
Juniper Networks (JNPR)
Activist-Deck Elliott Management
Juniper Networks (JNPR)
2014 28 pp playbook
Bob Evans Farms, Inc. (BOBE)
Activist-Deck Sandell
Bob Evans Farms, Inc. (BOBE)
2013 21 pp playbook
Office Depot, Inc. (ODP)
Activist-Deck Starboard Value
Office Depot, Inc. (ODP)
2013 63 pp playbook
Health Management Associates (HMA)
Activist-Deck Glenview
Health Management Associates (HMA)
2013 22 pp playbook
Health Management Associates (HMA)
Activist-Deck Glenview
Health Management Associates (HMA)
2013 54 pp playbook
PepsiCo (PEP)
Activist-Deck Trian Partners
PepsiCo (PEP)
2013 59 pp playbook
Spectra Energy Corp (SE)
Activist-Deck Sandell
Spectra Energy Corp (SE)
2013 14 pp playbook
DSP Group, Inc. (DSPG)
Activist-Deck Starboard Value
DSP Group, Inc. (DSPG)
2013 50 pp playbook
Tessera Technologies Inc. (TSRA)
Activist-Deck Starboard Value
Tessera Technologies Inc. (TSRA)
2013 80 pp playbook