farnamstreet Posted June 12, 2012 Share Posted June 12, 2012 http://myinvestingnotebook.blogspot.ca/2012/06/bill-ackman-pershing-square-q1-2012.html PDF is downloadable from the link above. Link to comment Share on other sites More sharing options...
Evolveus Posted June 13, 2012 Share Posted June 13, 2012 Good read. Curious about the new position they are building. Is anyone here registered for the webcast of this event? www.persqevent.co.uk Link to comment Share on other sites More sharing options...
Liberty Posted June 13, 2012 Share Posted June 13, 2012 Thanks for posting! Link to comment Share on other sites More sharing options...
jacobwolinsky Posted June 13, 2012 Share Posted June 13, 2012 Two questions, 1. Anyone have any idea why he didnt include may returns? Letter was dated June 12th, I got stat sheet for May yesterday, dated early June? Seems a bit strange? http://www.valuewalk.com/2012/06/ackmans-pershing-square-up-2-6-ytd-rare-short-position-added/. He did awful in may but is that reason he would just leave it out (and April is missing) 2. Anyone have an idea what his short is? Hes usually long only? Link to comment Share on other sites More sharing options...
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