HHH
INSIDER SELLHoward Hughes Holdings Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveHoward Hughes closed its $2.1 billion Vantage Group acquisition in June 2026, advancing Ackman's strategy to reshape HHH into a diversified holding company and driving a sharp earnings turnaround in Q2 (net income $158.4M vs. loss of $12.1M YoY). However, the stock trades significantly below consensus price targets ($64.07 vs. $90.33), and ongoing shareholder litigation over Ackman's control terms presents governance risk.
Red flags
- •Minority shareholder lawsuit filed February 2026 alleging concerns about Ackman's $900M investment and control transaction terms
- •Significant valuation gap: stock at $64.07 vs. consensus target of $90.33 suggests market skepticism about strategy or execution
- •Q2 Vantage results represent only 26-day stub period; full operating contribution and integration risks unknown
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Tighe Mary Ann | — | SELL | 13K | $67.25 | $0.91M | 2026-08-11 | ↗ |
Fund 13D/13G Filings (12)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Pershing Square | SC 13D/A | +0 | 46.7% | +1.1% vs SPY +4.6% abs | 2026-06-08 | ↗ |
| Pershing Square | SC 13D/A | — | 46.7% | — | 2026-04-29 | ↗ |
| Pershing Square | SC 13D/A | +0 | 46.9% | — | 2025-12-19 | ↗ |
| Pershing Square | SC 13D/A | +0 | 46.9% | — | 2025-08-07 | ↗ |
| Pershing Square | SC 13D/A | +9.0M | 46.9% | — | 2025-05-07 | ↗ |
| Pershing Square | SC 13D/A | +0 | 37.4% | — | 2025-04-30 | ↗ |
| Pershing Square | SC 13D/A | +0 | 37.4% | — | 2025-04-15 | ↗ |
| Pershing Square | SC 13D/A | +0 | 37.4% | — | 2025-04-07 | ↗ |
| Pershing Square | SC 13D/A | +0 | 37.4% | — | 2025-03-12 | ↗ |
| Pershing Square | SC 13D/A | +0 | 37.4% | — | 2025-03-03 | ↗ |
| Pershing Square | SC 13D/A | +0 | 37.6% | — | 2025-02-18 | ↗ |
| Pershing Square | SC 13D/A | — | 37.6% | — | 2025-01-13 | ↗ |
Tracked Funds Holding (1)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Pershing Square | Bill Ackman | 27.9M | $2.0B |
Quarter-end 13F positions for the tracked funds holding this stock.