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Re: navycmdr post# 603013

Tuesday, 04/07/2020 3:30:53 PM

Tuesday, April 07, 2020 3:30:53 PM

Post# of 796719
Thanks - Got it.

This is his portfolio as of 12/31/19. He also owns FNMA JPS and has some type of total return swap on the books as of 12/31/19. Not sure why some are suggesting this is tradeable news since it is 12/31/19 position reporting. The report came out on April 6th but the position is very dated. Check out pages 89/90

https://pershingsquareholdings.com/wp-content/uploads/2020/04/Pershing-Square-Holdings-Ltd.-2019-Annual-Report.pdf