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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Led by Bill Ackman, the position finished 2025 up 37% (including dividends), outperforming a 21% increase in its NAV. The primary thesis...
— Scott Klarquist
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Other investors who've written on Pershing Square Holdings, Ltd.
Pershing Square Holdings ($PSHZF) is an investment holding company managed by Bill Ackman that holds concentrated positions in high-quality North American public companies. Representing 25.6% of...
Pershing Square Holdings offers strong upside driven by Bill Ackman's stock picking and a potential closing of its 29% NAV discount. The potential transformation...
The manager sees PSHZF as a dual opportunity driven by Bill Ackman's investment capabilities and a 32% NAV discount. Re-domiciling in the...
More institutional theses from Seven Corners Capital Management, LLC
Rocket Companies ($RKT) is a technology-driven real estate, mortgage lending, and financial services platform led by founder Dan Gilbert. Representing 6.3% of...
Genworth Financial ($GNW) is a diversified financial services holding company whose core value driver is an 80% controlling ownership stake in Enact Holdings ($ACT), a profitable private mortgage insurer. Representing 17.4% of...
SandRidge Energy ($SD) is an independent oil and natural gas exploration and production company operating primarily in the Mid-Continent region of the United States. Representing 7.8% of...