Contrarian Corpus
activist full deck follow up
2026-02-11 · 85 pages

Pershing Square Holdings PSH.L

N 3 Narrative
V 4 Visual
C 4 Craft
Original source ↗

The three reasons

  1. 1

    PSH NAV grew 20.9% and TSR 33.9% in 2025, beating S&P, FTSE 100 and HFRX Activist indices

  2. 2

    Discount to NAV narrowed from 31.2% to 24.1%; 74mm shares repurchased at ~29% avg discount

  3. 3

    Megacaps GOOG/UBER/AMZN/META bought at compelling multiples versus 18-30% EPS growth

Primary demands

  • Close PSH's persistent discount to NAV through strong performance, buybacks and marketing
  • Execute HHH transformation into a diversified holding company (Vantage acquisition)
  • Re-evaluate PSUS IPO structure to address investor feedback

KPIs cited

2025 NAV return
20.9% net of fees vs 17.9% S&P 500 and 18.0% HFRX Activist
2025 Total Shareholder Return
33.9% vs 17.9% S&P 500
Discount to NAV
narrowed 7.1 pts from 31.2% (start 2025) to 24.1% (YE 2025), 23.3% in 2026 YTD
8-year (Permanent Capital Era) annualized NAV
22.6% vs 14.3% S&P 500 (830 bps outperformance)
Cumulative PSLP/PSH net return since 2004 inception
2,503% vs 854% S&P 500
Debt coverage
PSH debt covered 5.1x by total assets; weighted-avg cost of capital 3.6%
Share buybacks
74mm shares repurchased (29.7% of initial shares) at avg $25 and 29% avg discount to NAV
Alphabet entry multiple
Bought at ~16x NTM earnings in March 2023 (>40% discount to current 26.7x)
Uber valuation vs growth
21x NTM P/E with ~30% medium-term EPS growth
2025 top contributor
Alphabet contributed +10.3% gross; Fannie/Freddie combined +10.8%
2025 top detractor
Chipotle -4.6% gross; Nike -2.5% gross
HHH / Pershing Square investment
$900mm primary capital at $100/share in May 2025; beneficial ownership 47% (voting capped 40%)
Vantage acquisition
$2.1bn cash, 1.5x book value, up to $1bn PSH backstop preferred

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Notable slides (7)

Notes

Annual investor update for Pershing Square Holdings, not a single-target contrarian thesis. Structure follows standard PSH format: Chairman's intro, Strategic update (PSUS IPO / HHH / Vantage), Performance review, Market commentary (post-COVID megacap valuation), Equity portfolio update by position, Exited positions (CMG, HLT, CPKC, NKE), Q&A. The annotated share-price-over-time charts (FNMA/FMCC page 57, CMG page 76, GOOG page 63, HHH page 70, QSR page 68) are excellent specimens of narrative event-tagged timelines. Deck effectively functions as a 'portfolio playbook' rather than an activist campaign deck. Classified campaign_phase='follow_up' as this is one of a recurring series of annual presentations.