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Pershing Square Holdings (PSH)
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Mr GL
Posted: 14 March 2025 12:46:51(UTC)
#695

Joined: 18/10/2020(UTC)
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✅ SENATE CONFIRMED: William Pulte to be Director of the Federal Housing Finance Agency. 5-year term. Vote: 56-43.

Pulte
@pulte
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14h
Fannie Mae and Freddie Mac are great American Icons, and under President’s leadership of America, they will return (safely and soundly) to their Glory! 🇺🇸

Pulte
@pulte
For far too long, Fannie Mae and Freddie Mac have been underperforming (compared to where they should be at) as companies and in Safety and Soundness but now, thanks to President Trump and his Golden Age of Housing, we will fix it, Effective Immediately!
10:00 PM · Mar 13, 2025
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7 users thanked Mr GL for this post.
Sheerman on 14/03/2025(UTC), ravedeath on 14/03/2025(UTC), Jay P on 14/03/2025(UTC), Auric on 14/03/2025(UTC), Johan De Silva on 17/03/2025(UTC), Newbie on 17/03/2025(UTC), Raj K on 19/03/2025(UTC)
Phil 2.0
Posted: 17 March 2025 07:19:07(UTC)
#696

Joined: 15/04/2024(UTC)
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Today 07:00



Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) today issued the PSH annual report and financial statements for the year ended December 31, 2024, which are now available on PSH’s website,

https://www.pershingsqua...s/financial-statements/
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4 users thanked Phil 2.0 for this post.
Big boy on 17/03/2025(UTC), Mr GL on 17/03/2025(UTC), Auric on 17/03/2025(UTC), Johan De Silva on 19/03/2025(UTC)
Big boy
Posted: 17 March 2025 09:07:12(UTC)
#697

Joined: 20/01/2015(UTC)
Posts: 6,726
Phil 2.0;337810 wrote:
Today 07:00



Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) today issued the PSH annual report and financial statements for the year ended December 31, 2024, which are now available on PSH’s website,

https://www.pershingsqua...s/financial-statements/



Do we assume this is old news and doent add anything to current position 3 1/2 months later....
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Raj K
Posted: 19 March 2025 16:19:34(UTC)
#698

Joined: 22/04/2016(UTC)
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Raj K;338072 wrote:
Big boy;338070 wrote:


Is this as at to-day or historic when a date it was correct. TKS


Portfolio date Dec 31 2024 as per 13F filing.



Thank you ....I suspect a lot has gone on since then so not sure how this is helpful for our Members. Perhaps it gives a feel for what was happening in 2024.

Clearly PSH don't wish to declare a stake until they have finished buying and then they hope the PIs etc. will puff up the stock...It's an old game but PIs and Mr & Mrs Cherrypicker seem to like playing and falling for it.

Never a free ride in life but they will learn one day...

Moved over from transactions.

A lot gone on? not sure , i recall they moved from owning Nike common stock to via options instead.

Good to know the thinking behind what and why they hold the investments they do.

Liked their breakdown of Brookfield in the recent annual report.

You invest in a different way which is why it isn't so important for you
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1 user thanked Raj K for this post.
Big boy on 19/03/2025(UTC)
Big boy
Posted: 19 March 2025 16:56:30(UTC)
#699

Joined: 20/01/2015(UTC)
Posts: 6,726
Raj K;338079 wrote:
Raj K;338072 wrote:
Big boy;338070 wrote:


Is this as at to-day or historic when a date it was correct. TKS


Portfolio date Dec 31 2024 as per 13F filing.



Thank you ....I suspect a lot has gone on since then so not sure how this is helpful for our Members. Perhaps it gives a feel for what was happening in 2024.

Clearly PSH don't wish to declare a stake until they have finished buying and then they hope the PIs etc. will puff up the stock...It's an old game but PIs and Mr & Mrs Cherrypicker seem to like playing and falling for it.

Never a free ride in life but they will learn one day...

Moved over from transactions.

A lot gone on? not sure , i recall they moved from owning Nike common stock to via options instead.



Good to know the thinking behind what and why they hold the investments they do.

Liked their breakdown of Brookfield in the recent annual report.

You invest in a different way which is why it isn't so important for you



>>>>>>>>>>>>>>>>>>>>>>

Thank you Raj for joining the conversation and I do appreciate your comments as more considered than many.....

As part of my DD I like to get a feel of what and where I am investing in. ( much of this is based on years in Stock Market and come naturally)

We both come to the same decisions ie is a stock cheap or dear and then we react accordingly .

We are looking for anomalies in the way Global Investors choose their Investments and MOST importantly how they value them.
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