{"filings":[{"id":97055,"accession_number":"0001628280-26-032117","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"HHH Q1 2026: MPC EBT up 33% to $84.4M; Vantage acquisition on track for Q2","event_type":"earnings","confidence":"high","bullets":["Net income to common stockholders fell to $8.2M from $10.5M YoY.","Total Operating Assets NOI rose 2% to $73.1M, led by multifamily and office.","MPC EBT $84.4M (+33% YoY) on strong Bridgeland residential land sales (87 acres vs 70).","Issued $1B in notes (5.875%/6.125%) to redeem $750M 5.375% notes due 2028.","Planned $2.1B acquisition of Vantage expected to close in Q2 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":235917000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97054,"accession_number":"0001104659-26-046045","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["1.01","3.02","5.02","8.01","9.01"],"status":"ready","headline":"HHH appoints ex-Arch Capital CEO Marc Grandisson to board; buys $10M warrants","event_type":"leadership","confidence":"high","bullets":["Marc Grandisson appointed to HHH board effective May 7, 2026, replacing Ben Hakim, who resigned with no disagreement.","Grandisson invests $10M to purchase warrants for 1,131,273 HHH shares at $100 strike price, five-year term, four-year transfer restriction.","Grandisson was Arch Capital CEO (2018-2024), delivering 298% TSR during tenure; expected to join Pershing Square as partner in March 2027.","Appointment comes ahead of HHH's planned close of Vantage Group Holdings acquisition this quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111515,"accession_number":"0001104659-26-037929","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K/A","filed_at":"2026-03-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Howard Hughes Holdings moves 2026 annual meeting to September 17 for Vantage acquisition update","event_type":"other_material","confidence":"high","bullets":["Annual meeting rescheduled from June 4 to September 17, 2026; record date moves to July 22, 2026.","Reason: to allow discussion of pending Vantage Group Holdings acquisition expected to close in Q2 2026.","Executive Chairman Bill Ackman and CIO Ryan Israel to present on Vantage acquisition at the meeting.","Stockholder proposal deadline (Rule 14a-8) is April 17; director nominations due June 2 to July 2, 2026.","Meeting to be held in New York City; only holders of record as of July 22, 2026 eligible to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111520,"accession_number":"0001104659-26-024737","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"HHH sets June 4, 2026 annual meeting; record date April 6, 2026","event_type":"other_material","confidence":"high","bullets":["Annual meeting scheduled for June 4, 2026; voting record date is April 6, 2026.","Stockholder proposals under Rule 14a-8 must be received by March 17, 2026.","Director nominations and other bylaw proposals due by March 17, 2026.","Universal proxy rule notices for non-company nominees due by April 5, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111519,"accession_number":"0001628280-26-009701","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"HHH Q4 net income $5.7M ($0.10/diluted); FY net income $123.8M; guides FY2026 AOCF $415-465M","event_type":"earnings","confidence":"high","bullets":["Net income from continuing ops Q4 $5.7M ($0.10/diluted) vs $162.3M ($3.25) in Q4 2024; FY $123.8M ($2.21) vs $285.2M ($5.73).","Adjusted Operating Cash Flow FY $446M ($7.97/diluted) vs $535M ($10.71) prior year; Q4 $93M ($1.57).","Full-year MPC EBT record $476M (+36% YoY) on 621 residential acres sold at avg $890K/acre.","Operating Assets NOI record $276M (+8% YoY); guided FY2026 Operating Assets NOI $279-$290M.","Subsequent to year-end, issued $500M 5.875% notes due 2032 and $500M 6.125% notes due 2034; redeemed $750M 5.375% notes."],"consensus_eps_estimate":null,"consensus_eps_actual":2.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":1474892000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111518,"accession_number":"0001104659-26-016423","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["1.01","1.02","8.01","9.01"],"status":"ready","headline":"HHH subsidiary closes $1B senior notes offering; redeems $750M 2028 notes","event_type":"debt","confidence":"high","bullets":["Issued $500M of 5.875% senior notes due 2032 and $500M of 6.125% senior notes due 2034 through subsidiary HHC.","Net proceeds used to redeem all outstanding $750M of 5.375% senior notes due 2028, plus premiums and interest.","Redemption of 2028 notes scheduled for Feb 19, 2026; remaining proceeds for general corporate purposes.","Notes offered privately to QIBs under Rule 144A and offshore under Regulation S; unregistered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111517,"accession_number":"0001104659-26-010321","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Howard Hughes subsidiary HHC prices $1B in senior notes: $500M at 5.875% due 2032, $500M at 6.125% due 2034","event_type":"debt","confidence":"high","bullets":["HHC priced $500M of 5.875% senior notes due 2032 and $500M of 6.125% senior notes due 2034, both at par.","Net proceeds to redeem all outstanding 5.375% senior notes due 2028 and for general corporate purposes.","Offering expected to close on February 17, 2026, subject to customary closing conditions.","Notes are unsecured senior obligations of HHC, offered in a private placement under Rule 144A and Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111516,"accession_number":"0001104659-26-010052","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Howard Hughes subsidiary plans $1B senior notes offering to redeem $750M notes due 2028","event_type":"debt","confidence":"high","bullets":["HHC offers $1B in senior notes due 2032 and 2034 via private placement to redeem existing 2028 notes.","All $750M of 5.375% senior notes due 2028 to be redeemed on Feb 19, 2026 at 100.896% plus accrued interest.","Total redemption payment of $1,011.6475 per $1,000 principal; contingent on closing of new notes offering.","Preliminary unaudited estimated financial results for Q4/FY2025 were disclosed in Exhibit 99.1 (no specific figures provided)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128145,"accession_number":"0001104659-25-122577","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"HHH acquires Vantage for $2.1B; Pershing Square provides $1B preferred","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$2.1B in cash; 100% of Vantage, a specialty insurer backed by Carlyle and Hellman & Friedman.","Funded by HHH cash and up to $1B non-voting, non-interest-bearing preferred stock issued to Pershing Square Holdings.","Preferred stock convertible into Vantage common after 7 years if not repurchased; HHH has call option at greater of issue price+4% or 1.5x book value.","Pershing Square Capital Management to manage Vantage's investment portfolio on a fee-free basis.","Transaction expected to close Q2 2026, subject to regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128144,"accession_number":"0001981792-25-000010","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"HHH Q3 net income $2.02/sh, record MPC EBT, raises full-year guidance","event_type":"earnings","confidence":"high","bullets":["Net income per diluted share $2.02 vs $1.95 YoY; Adjusted Operating Cash Flow $199M ($3.37/diluted share).","Record MPC EBT of $205M (+42% YoY) driven by 349 residential acres sold; full-year guidance raised to $450M.","Full-year 2025 Adjusted Operating Cash Flow guidance raised to $440M midpoint, up $30M.","Contracted $1.4B future condo sales via 208 units pre-sold at Melia and 'Ilima towers.","Total Operating Assets NOI $67.9M (+5% YoY); office NOI up 7%, retail up 9%, multifamily up 2%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":850443000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128143,"accession_number":"0000929638-25-003820","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Howard Hughes Holdings stockholders approve 2025 Equity Incentive Plan and elect all director nominees","event_type":"other_material","confidence":"high","bullets":["2025 Equity Incentive Plan approved by stockholders on Sept 30, 2025; 2,000,000 shares reserved for future equity awards.","All 11 director nominees elected; Anthony Williams received the lowest vote count with 22.0M for and 2.0M against.","Advisory say-on-pay proposal passed with 23.4M (96.5%) for vs 0.6M against.","KPMG ratified as independent auditor for fiscal 2025 with 27.6M (99.6%) for.","No further grants under the prior 2020 Equity Incentive Plan after effective date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144945,"accession_number":"0001981792-25-000009","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Howard Hughes Q2 net loss $0.22/sh; Pershing Square invests $900M; raises 2025 guidance","event_type":"earnings","confidence":"high","bullets":["Net loss from continuing ops $0.22/sh vs income $0.95 prior year; includes $0.66/sh GAAP loss on MUD sale.","Pershing Square bought 9M new shares at $100 each for $900M, raising its ownership to 46.9% to fund acquisitions.","Full-year 2025 Adjusted OCF guidance raised to $410M midpoint from $350M; MPC EBT guidance to $430M midpoint.","MPC EBT Q2 $102M, down 17% YoY, but record average price per acre $1.35M, up 29% YoY.","Total Operating Assets NOI $68.9M, up 5% YoY; full-year NOI guidance raised to $267M midpoint."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":460208000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144944,"accession_number":"0001104659-25-064888","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Two directors not standing for re-election at 2025 annual meeting; search for replacements underway","event_type":"leadership","confidence":"high","bullets":["Beth Kaplan and Steven Shepsman decided not to stand for re-election at the 2025 Annual Meeting of Stockholders.","Departures are not due to any disagreement with the Company or its management on operations, policies, or practices.","Company is conducting a search for qualified candidates to fill the two vacancies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163320,"accession_number":"0001104659-25-058189","cik":1981792,"company_name":"Howard Hughes Holdings Inc.","ticker":"HHH","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"President L. Jay Cross retires effective June 30, 2025; receives $4.57M in cash plus equity acceleration","event_type":"leadership","confidence":"high","bullets":["Cross will step down as President and executive officer on June 30, 2025, vs. prior Dec 1 non-renewal.","Separation package: $317,308 base salary through Dec 1, $1.95M 2025 bonus, and $2.3M discretionary cash payment.","29,980 restricted shares and 17,208 stock options vest immediately; 41,926 performance shares remain outstanding.","COBRA premiums reimbursed through Dec 31, 2025; standard release and nondisparagement obligations apply.","2025 annual meeting set for Sept 30; record date Aug 4; shareholder proposal deadlines June 23 (14a-8) and July 2 (other)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}