Letters by company
Uber Technologies, Inc
4 letters discussing UBER. Everything written about it on this site is on its ticker page.
- Pershing Square Holdings Letter to Shareholders Pershing Square Holdings returned 20.9% on NAV in 2025, ahead of the S&P 500’s 17.9%, while its share price gained 33.9% as the NAV discount narrowed to 24.1%. The portfolio added Meta, Amazon and Alphabet, backed Howard Hughes Holdings’ Vantage acquisition, and exited Hilton, Chipotle, Canadian Pacific and Nike. 2025 +20.9% AMZN $2.8TBN $94BFMCC $3.6BFNMA $7.3B
- Pershing Square Holdings Letter to Shareholders Pershing Square added Amazon and increased Brookfield and Hertz while trimming UMG, Hilton and Chipotle and exiting Canadian Pacific amid tariff-driven volatility. It is transforming Howard Hughes Holdings into a diversified holding company, beginning with a planned property-casualty insurance platform whose assets it would manage without charge. Six-month period ended June 30, 2025 +15.5% HHH $4.1BAMZN $2.8TBN $94BCMG $47B
- Hayden Capital Quarterly Letter 2026 | Vol. 1 Hayden Capital argues that the AI infrastructure trade has created attractive valuations in internet and fintech platforms, where incumbents can use proprietary data to capture AI’s value. It adds to Sea Ltd and Unity, citing Shopee’s VIP and logistics flywheel and Unity’s Vector advertising platform under new leadership. Q1 2026 -28.3% SE $72BU $20BAMZN $2.8TAPP $102B
- Greenhaven Road Capital Q1 2020 Greenhaven Road Capital retained SharpSpring, Digital Turbine and PAR Technology despite pandemic-driven pressure, arguing that their balance sheets, management teams and competitive positions could strengthen through the disruption. The portfolio added smaller positions in Uber, Roku, Pinterest and Carvana while emphasizing liquidity, durable business models and selective opportunities created by market panic. Q1 — APPS $1.3BCSSE delistedKKR $96BKLR delisted
