Bill Ackman's hedge fund firm Pershing Square Capital Management recently released its slideshow presentation from its European Investing Meeting.
In it, they update the status/progress of their investments with numerous slides on each name regarding their thesis and how it's playing out.
The investments profiled include: Mondelez (MDLZ), Air Products (APD), Zoetis (ZTS), Restaurant Brands (QSR), Canadian Pacific (CP), Howard Hughes (HHC), Valeant Pharmaceuticals (VRX), Platform Specialty Products (PAH), Fannie Mae/Freddie Mac, Nomad Foods (NOMD), and their short of Herbalife (HLF).
Embedded below is Pershing's latest presentation:
You can download a .pdf copy here.
Monday, May 2, 2016
Pershing Square's Latest Presentation on Their Holdings
Labels:
APD,
bill ackman,
CP,
FNMA,
hedge fund letters,
hedge fund portfolios,
HHC,
hlf,
investor letters,
MDLZ,
NOMD,
PAH,
pershing square,
QSR,
VRX,
ZTS
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