Letters by company

Universal Music Group N.V.

1 letter discussing UMG. Everything written about it on this site is on its ticker page.

Pershing Square Holdings Letter to Shareholders Pershing Square Holdings added Amazon and Meta after market dislocations, arguing that AI infrastructure spending will reinforce the competitive advantages of Alphabet, Amazon and Meta. It backed Howard Hughes Holdings’ acquisition of Vantage as the first step in building a diversified holding company, while exiting Hilton, Chipotle, Canadian Pacific and Nike. 2025 HHH $4.3BAMZN $2.7TBN $81B