◆ Contrarian Corpus
Campaigns / Pershing Square → Pershing Square Holdings (fund-level portfolio update)
Pershing Square vs. Pershing Square Holdings (fund-level portfolio update)

Pershing Square Holdings (fund-level portfolio update) · PSH

1 deck published between 2020-02-05 and 2020-02-05 — 62 pages, 62 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-02-05 follow up

    2020 02 Pershing Square Annual Update Presentation Feb 2020

    62pp · full_deck

    Pershing Square's 2019 return to its concentrated activist playbook drove a 58.1% NAV year; two new positions (Agilent, Berkshire) and a 28.9% NAV discount extend the compounding runway.