olivLaw · US equity research
Howard Hughes Holdings Inc. HHH
Real Estate Investment Trusts · SIC 6798 · Vertical: Real Estate Investment Trusts (SIC 6798)
Howard Hughes Holdings (HHH) is a holding company that began with developing planned communities and income-producing properties and now extends into specialty insurance and reinsurance through the Vantage acquisition. For olivLaw readers, the stake lies in how a real estate company builds an insurance platform, a process still at an early stage with partial figures. Key figures include a portfolio of roughly and an acquisition of about dollars.
At the close of 30 Oct 2026, Howard Hughes Holdings Inc. (HHH) stock was 76.23 USD (+0.86% on the day), with market capitalisation 4.6 bn USD, P/E 15.4 on diluted EPS of 4.94 USD over the last 12 months, beta 0.83, 52-week range 60.22–89.85 USD. Latest reported quarter (Q2 2026): revenue of 1.1 bn USD (+330.2% YoY), net income of 158.4 m USD, diluted EPS 2.68 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 65.6
- strong (55–70)
- Bollinger (20, 2)
- 66.55 – 76.49
- in the upper half of the band · %B 0.97 · band width 13.9%
- SMA 50 / 200
- 67.91 / 68.73
- mixed trend
- MACD (12, 26, 9)
- 1.63 / 1.15
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +3.5% | −0.9% | +4.5 pp | — |
| 3 months | +19.3% | +1.2% | +18.1 pp | — |
| 6 months | +22.3% | +4.8% | +17.5 pp | — |
| Year to date | −4.4% | +10.7% | −15.2 pp | — |
| 1 year | −3.1% | +11.1% | −14.2 pp | +3.1% |
| 3 years | +20.6% | +80.7% | −60.2 pp | +21.8% |
| 5 years | −8.2% | +64.6% | −72.8 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 327.1 m | 983.6 m | 199.3 m | 260.9 m | 390.2 m | 624.4 m | 235.9 m | 1.1 bn |
| Operating income | 198.3 m | 260.5 m | 47.9 m | 67.9 m | 189.6 m | 26.2 m | 50.7 m | 239.6 m |
| Depreciation & amortisation | 44.1 m | 45.0 m | 45.1 m | 44.3 m | 46.4 m | 47.4 m | 48.6 m | 56.6 m |
| Interest expense | 43.8 m | 42.3 m | 41.1 m | 43.7 m | 43.9 m | 41.3 m | 41.8 m | 45.8 m |
| Pre-tax income | 106.7 m | 225.3 m | 14.3 m | -15.9 m | 158.3 m | 4.8 m | 10.7 m | 206.9 m |
| Income tax | 10.2 m | 62.9 m | 3.4 m | -3.8 m | 38.9 m | -897.0 k | 2.6 m | 50.0 m |
| Net income | 72.8 m | 156.3 m | 10.5 m | -12.1 m | 119.5 m | 6.0 m | 8.2 m | 158.4 m |
| Diluted EPS | 1.46 | 3.12 | 0.21 | -0.22 | 2.02 | 0.10 ≈ | 0.14 | 2.68 |
| Operating cash flow | 248.3 m ≈ | 337.1 m | -224.9 m | 177.3 m ≈ | 149.8 m ≈ | 360.3 m | -229.4 m | 506.5 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 33 percentile of its own 9-quarter history (min 14.2, median 19.5, max 51.3; quarters with earnings only).
Fiscal years
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | 1.4 bn | 1.5 bn | 908.8 m | 1.8 bn | 1.5 bn |
| Revenue YoY | unavailable | +4.3% | −39.0% | +92.6% | −15.8% |
| Net income | 48.9 m | 184.5 m | -551.8 m | 197.7 m | 123.9 m |
| Net income YoY | unavailable | +277.2% | −399.0% | unavailable | −37.3% |
| Diluted EPS | 1.03 | 3.65 | -11.12 | 3.96 | 2.21 |
| Diluted EPS YoY | unavailable | +254.4% | −404.7% | unavailable | −44.2% |
| net % | 3.4% | 12.4% | -60.7% | 11.3% | 8.4% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 1.5 bn USD
- Financial debt
- 5.1 bn USD
- Net debt
- 3.6 bn USD
- Equity
- 3.8 bn USD
- Total assets
- 10.6 bn USD
- Debt / equity
- 1.33x
- Current ratio
- unavailable
- ROE
- 3.7%
- ROA
- 1.2%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|
| Revenue | 1.4 bn | 1.5 bn | 908.8 m | 1.8 bn | 1.5 bn | SEC (XBRL)· 19 Feb 2026verified |
| Operating income | 241.9 m | 424.2 m | 216.2 m | 559.9 m | 331.5 m | SEC (XBRL)· 19 Feb 2026verified |
| Depreciation & amortisation | 205.1 m | 154.6 m | 168.7 m | 179.8 m | 183.2 m | SEC (XBRL)· 19 Feb 2026verified |
| EBITDA | 447.0 m ≈ | 578.8 m ≈ | 385.0 m ≈ | 739.7 m ≈ | 514.7 m ≈ | SEC (XBRL)· 19 Feb 2026derived |
| Interest expense | 130.0 m | 110.9 m | 157.0 m | 164.9 m | 169.9 m | SEC (XBRL)· 19 Feb 2026verified |
| Pre-tax income | 64.1 m | 334.9 m | 109.8 m | 365.4 m | 161.5 m | SEC (XBRL)· 19 Feb 2026verified |
| Income tax | 15.2 m | 82.2 m | 26.4 m | 80.2 m | 37.6 m | SEC (XBRL)· 19 Feb 2026verified |
| Net income | 48.9 m | 184.5 m | -551.8 m | 197.7 m | 123.9 m | SEC (XBRL)· 19 Feb 2026verified |
| Diluted EPS | 1.03 | 3.65 | -11.12 | 3.96 | 2.21 | SEC (XBRL)· 19 Feb 2026verified |
| Weighted average diluted shares | 54.6 m | 50.6 m | 49.6 m | 49.9 m | 56.0 m | SEC (XBRL)· 19 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|
| Cash | 843.2 m | 610.2 m | 629.7 m | 596.1 m | 1.5 bn | SEC (XBRL)· 19 Feb 2026verified |
| Goodwill | — | — | — | 0 | 2.3 m | SEC (XBRL)· 19 Feb 2026verified |
| Intangibles (excl. goodwill) | — | — | — | — | 34.7 m | SEC (XBRL)· 05 Aug 2026verified |
| Total assets | — | 9.6 bn | 9.6 bn | 9.2 bn | 10.6 bn | SEC (XBRL)· 19 Feb 2026verified |
| Accounts payable | — | — | — | — | 3.3 m | SEC (XBRL)· 19 Feb 2026verified |
| Long-term debt | — | — | 5.3 bn | 5.1 bn | 5.1 bn | SEC (XBRL)· 19 Feb 2026verified |
| Total liabilities | — | 6.0 bn | 6.5 bn | 6.4 bn | 6.8 bn | SEC (XBRL)· 19 Feb 2026verified |
| Equity | 3.7 bn | 3.6 bn | 3.1 bn | 2.8 bn | 3.8 bn | SEC (XBRL)· 19 Feb 2026verified |
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|
| Operating cash flow | -284.0 m | 325.3 m | -258.5 m | 396.6 m | 462.4 m | SEC (XBRL)· 19 Feb 2026verified |
| Investing cash flow | 101.5 m | -220.7 m | -336.1 m | -300.8 m | -219.1 m | SEC (XBRL)· 19 Feb 2026verified |
| Financing cash flow | 156.1 m | -222.3 m | 548.7 m | -150.4 m | 855.4 m | SEC (XBRL)· 19 Feb 2026verified |
| Share repurchases | 81.1 m | 403.9 m | 0 | 0 | — | SEC (XBRL)· 26 Feb 2025verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Market and valuation
9 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 50 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
30 Oct 2026Source: olivLaw, closing series
Market cap: 4.6 bn USD
Key indicators
Coverage and freshness
Score by group
- Growth0
- Quality26
- Valuation74
- Balance sheet57
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 51.31 – 175.80 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- Net asset value (NAV)unavailable · input data missing
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
- Peers: P/B51.31 – 175.80 (Mid 146.37)31 companies used · median multiple 2.2x · quartiles 0.8x – 2.7xABR, ACR, ACRE, BFS, DLR, DRH, ESS, EXR, GLPI, HST, IHT, ILPT, IOR, KIM, KRC, LXP, MAA, MKZR, NHP, O, PLD, PSA, REFI, SQFT, SUI, TPTS, UDR, VICI, VMRK, VTR, WELL
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 50/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROE · Quality | 7.7% | 61 (vs peers) | 10% |
| EBITDA margin · Quality | 29.7% | 0 (on a fixed band) | 13% |
| Revenue CAGR 3Y · Growth | -0.3% | 0 (on a fixed band) | 13% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | 2.9x | 57 (on a fixed band) | 20% |
| P/B · Valuation | 1.1x | 68 (vs peers) | 30% |
| P/E (TTM) · Valuation | 15.4x | 89 (vs peers) | 13% |
| Dividend yield · Returns | unavailable | unavailable | — |
| Payout ratio (EPS) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial57/100 · 1/2 factors with a value
- Growth0/100 · 1/1 factors with a value
- Quality26/100 · 2/2 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation74/100 · 2/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
HOWARD HUGHES HOLDINGS INC. (HHH). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 1.5 bn USD in 2025; YoY growth -15.8%; net margin 12.3%; ROE 7.7%.
The estimated value range is 51.31–175.80 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 146.37 USD, the price of 76.23 USD leaves a potential of 92.0% (value / price − 1) and a margin of safety of 47.9% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 50/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance, returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- P/E (TTM): 15.4x
What contradicts it
- EBITDA margin: 29.7%
- Revenue CAGR 3Y: -0.3%
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, Dividend yield, Payout ratio (EPS).
Versus the vertical median
Real Estate Investment Trusts (SIC 6798) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| WELLWelltower Inc. | 172.1 bn | 100.4 | 4.0% | 12.7% | +35.6% | +30% / +181% |
| PLDPrologis, Inc. | 119.3 bn | 32.2 | 7.1% | 42.5% | +7.2% | +3% / +27% |
| EQIXEquinix Inc | 100.3 bn | 60.9 | 11.5% | 16.4% | +5.4% | +20% / +39% |
| AMTAmerican Tower Corporation | 87.1 bn | 26.4 | 90.6% | 30.7% | +5.1% | +5% / +5% |
| DLRDigital Realty Trust, Inc. | 63.5 bn | 47.2 | 6.2% | 21.7% | +10.0% | +6% / +45% |
| PSAPublic Storage | 60.7 bn | 33.0 | 16.0% | 37.8% | +2.7% | +17% / +36% |
| ORealty Income Corporation | 53.9 bn | 41.5 | 3.3% | 21.5% | +9.1% | −2% / +20% |
| VTRVentas, Inc. | 44.8 bn | 159.5 | 1.9% | 4.0% | +18.5% | +15% / +100% |
| CCICrown Castle Inc. | 37.7 bn | 45.1 | — | 20.7% | −4.4% | −2% / −5% |
| IRMIron Mountain Inc | 34.7 bn | 82.5 | — | 5.7% | +12.2% | +13% / +97% |
| EXRExtra Space Storage Inc. | 31.6 bn | 30.8 | 7.9% | 29.9% | +3.7% | +13% / +46% |
| VICIVICI Properties Inc. | 26.9 bn | 11.2 | 8.3% | 56.5% | +4.1% | −18% / −12% |
| VMRKVivmark Residential | 23.2 bn | 27.1 | 8.1% | — | +4.8% | +4% / +12% |
| SBACSba Communications Corporation | 19.9 bn | 20.2 | — | 34.5% | +5.1% | −2% / −10% |
| HSTHost Hotels & Resorts, Inc. | 17.3 bn | 16.9 | 15.8% | 16.5% | +7.6% | +58% / +63% |
| ESSEssex Property Trust, Inc. | 17.0 bn | 40.6 | 8.0% | 22.7% | +6.4% | +5% / +23% |
| KIMKimco Realty Corporation | 16.4 bn | 27.1 | 5.8% | 27.8% | +5.1% | +19% / +37% |
| MAAMid-America Apartment Communities, Inc. | 13.6 bn | 35.4 | 6.8% | 17.6% | +0.8% | −9% / −1% |
| SUISun Communities, Inc | 13.5 bn | — | -12.8% | -32.4% | +2.0% | −11% / +2% |
| UDRUDR, Inc. | 11.5 bn | 24.1 | 14.8% | 28.6% | +2.4% | +5% / +12% |
| GLPIGaming and Leisure Properties, Inc. | 11.3 bn | 11.9 | 19.6% | 55.2% | +4.1% | −13% / −14% |
| HHHHoward Hughes Holdings Inc. | 4.6 bn | 15.4 | 7.7% | 12.3% | −15.8% | −3% / +21% |
| SKTTanger Inc | 4.2 bn | — | — | — | unavailable | +13% / +63% |
| KRCKilroy Realty Corp | 4.2 bn | 19.4 | 4.6% | 22.0% | −2.0% | −15% / +26% |
| LXPLxp Industrial Trust | 3.6 bn | 31.1 | 5.9% | 34.3% | −2.3% | +29% / +56% |
1- and 3-year price returns: for HHH from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 42.44 Total return -44% · Per year -44% | 75.21 Total return -1% · Per year -1% | 113.54 Total return 49% · Per year 49% |
| 3 years | 37.29 Total return -51% · Per year -21% | 74.72 Total return -2% · Per year -1% | 124.39 Total return 63% · Per year 18% |
| 5 years | 32.76 Total return -57% · Per year -16% | 74.23 Total return -3% · Per year -1% | 136.29 Total return 79% · Per year 12% |
- Exit P/E± 18.68
- Net margin± 13.08
- Annual revenue growth± 11.25
- Annual dilution± 1.10
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Howard Hughes Holdings (HHH) is a holding company that began with developing planned communities and income-producing properties and now extends into specialty insurance and reinsurance through the Vantage acquisition. For olivLaw readers, the stake lies in how a real estate company builds an insurance platform, a process still at an early stage with partial figures. Key figures include a portfolio of roughly 1 and an acquisition of about 2 dollars.
SWOT
Strengths
- The company holds a large portfolio of planned communities with competitive positions and largely entitled land 1.
- Its self-funded model lets it develop without selling completed properties first 1.
- Liquidity at the end of the second quarter of 2026 gives flexibility for investment and for integrating Vantage 3.
Weaknesses
- Revenues are concentrated geographically in a few states and regions, exposing the company to local economic shifts 1.
- Quarterly results are volatile because of the timing of land sales and condominium revenue recognition 1.
- Vantage contribution in the second quarter is partial and does not reflect a full-year performance 3.
Opportunities
- Integrating Vantage could create a second operating platform and use real estate cash flows to fund its growth 2.
- If Ward Village rules allow more units, the company could expand its condominium projects 1.
- Land sales in planned communities could continue if demand and migration to these areas stay strong 1.
Risks
- Sensitivity to the property markethigh
A drop in demand for homes or commercial space could hit land sales and rental income 1.
- Vantage integration riskhigh
If the integration of the insurance business falls short, the expected strategic benefits could be delayed or reduced 2.
- Underwriting risk in insurancemedium
Losses above estimates or insufficient reserves could affect Vantage results 2.
- Geographic concentrationmedium
Concentration of properties in a few areas could amplify the effects of local economic or environmental shocks 1.
- Indebtedness and note covenantslow
Senior unsecured notes contain restrictions that could limit operating flexibility 2.
Investment thesis
What would need to be true (bull case)
- If demand for land in planned communities stays high, the MPC segment could keep supporting growth in results 13.
- The insurance platform could add a diversified source of earnings if integration and underwriting develop as planned 2.
- Strong liquidity could provide room for investment and development, including in Ward Village 3.
What would break the thesis
- Quarterly results are volatile, and Vantage's first-quarter contribution may not be representative of a full year 13.
- If interest rates stay high, condominium and home sales could fall, affecting cash flows 1.
- Moving from a real estate model to a diversified holding structure could bring execution risks and capital allocation errors 2.
What to watch
- Vantage's full contribution to results and its combined ratio over a full periodQ3 2026
- Land sales trends and EBT of the MPC segmentQ3 2026
- Pace of sales and deliveries in Ward Village, including pre-sold towers2026
- Management guidance updates on Vantage integration and liquiditynext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Howard Hughes Holdings Inc. is a holding company that owns the real estate development subsidiary The Howard Hughes Corporation (HHC). Through HHC, the company runs a large-scale mixed-use platform focused on master planned communities (MPCs), strategic real estate development and income-producing properties 1. The MPC portfolio spans approximately 101,000 gross acres in five states 1.
From 2025 the company began shifting from a pure real estate model to a diversified holding structure. The sale of shares to Pershing Square for 900 million dollars was meant for acquisitions of operating companies 1. On June 4, 2026 the acquisition of Vantage Group Holdings, a specialty insurer and reinsurer, closed 3.
The company has three segments: Operating Assets (income-producing properties), MPC (development and sale of residential and commercial land) and Strategic Developments (development and redevelopment projects, including Ward Village condominium towers) 1. The segments form a cycle in which land sales fund development, which then becomes income-producing assets 1.
Segments
MPC
The MPC segment develops and sells residential and commercial land in Summerlin, The Woodlands, Bridgeland and Teravalis 1. In 2025 segment EBT rose 36% year over year on record residential acre sales 1, and EBT in the second quarter of 2026 was 134.7 million dollars 3.
Operating Assets
The Operating Assets segment includes 77 properties, among them offices, retail spaces and multifamily buildings 1. NOI was 262.0 million dollars in fiscal 2025 1 and 70.5 million dollars in the second quarter of 2026 3.
Strategic Developments
The Strategic Developments segment includes projects under construction or in predevelopment, notably condominium towers in Ward Village with a high level of pre-sales 1. The segment posted a loss in 2025 due to the product mix of condominium closings, but The Park Ward Village was completed and 97% of its units were sold in the second quarter of 2026 13.
Market context
The company operates in real estate markets in Las Vegas, Houston, Phoenix, Honolulu and Columbia (Maryland) and expects demand for new homes and commercial space to remain resilient, supported by limited inventories of existing homes 1. In insurance, Vantage operates in specialty insurance and reinsurance, where results depend on reinsurance pricing and underwriting risk assessment 2.
Real estate activity remains sensitive to interest rates and mortgage financing access, especially for condominium sales 1. The insurance market is shaped by pricing pressure and social inflation in claims, factors that could affect Vantage results if developments turn unfavorable 2.
Trends
- Steady demand for MPC landtailwind
If demand for homes in planned communities stays high, land sales could continue to support MPC segment results 13.
- Interest rates and mortgage financingheadwind
Higher interest rates could reduce demand for condominiums and homes, affecting sales and cash receipts 1.
- Diversification into insurancemixed
Integrating Vantage could open a second operating platform, but partial second-quarter results do not reflect a full-year performance 3.
- Tourism and local economiesmixed
Properties in Honolulu and Las Vegas depend on tourism and the gaming industry, which makes revenues sensitive to shifts in consumer behavior 1.
Competitive position
In real estate development the company competes with other landholders and residential and commercial developers, some with greater financial resources 1. In retail and office space, competition comes from regional shopping centers, outlet malls and online retail 1.
In insurance and reinsurance, Vantage competes with specialized carriers offering capacity in property and casualty lines, and reinsurance pricing shapes margins 2. The company also competes for investment capital with other REITs and private institutional investors 1.
- Private residential and commercial developers
Compete for land, buyers and tenants in the MPC areas and commercial developments 1.
- Other REITs
Compete for investment and development opportunities with comparable capital 1.
- Regional shopping centers and outlet malls
Compete for tenants in the Operating Assets segment 1.
- Specialty insurance and reinsurance companies
Compete with Vantage in insurance and reinsurance markets, where underwriting and claims ratios matter 2.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
- Ackman Talks Howard Hughes Plans, IPOs and AnthropicBloomberg Markets · 30 Sept 2026 · EN
The latest news item in our archive is from 30 Sept 2026; the newest SEC filing is from 23 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report23 Oct 2026Departure or appointment of officers
- Current report01 Oct 2026Shareholder vote · Financial statements and exhibits
- Proxy statement19 Aug 2026
- Current report (amendment)11 Aug 2026Other events · Financial statements and exhibits
- Quarterly report05 Aug 2026
- Current report05 Aug 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report17 Jul 2026Regulation FD disclosure · Financial statements and exhibits
- Current report (amendment)15 Jul 2026Financial statements and exhibits
- Current report05 Jun 2026Material agreement · Acquisition or disposition of assets · Item 3.02 · Item 3.03 · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report07 May 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Howard Hughes Holdings Inc. · 19 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Howard Hughes Holdings Inc. · 05 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Howard Hughes Holdings Inc. · 05 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.