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DEFA14A ·Filed Sep 25, 2026

HHH

Howard Hughes Holdings Inc.
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago SEC0001104659-26-111029
Proxy solicitation materials
Actionable Insight • Neutral

The meeting is five days away; monitor for any last-minute activist or dissident communications (DFAN14A) that could signal a contested vote. The outcome of the director election and say-on-pay vote will be known shortly after September 30.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
HHH ▼ -0.54% at T+20d
NEUTRAL call -0.54% · α vs SPY -0.51% · entry $73.95 → $73.55
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
+1.26%
call +1.26% · α +1.44%
$74.88
settled 29d ago
T+5d
-3.10%
call -3.10% · α -4.30%
$71.66
settled 25d ago
T+20d
-0.54%
call -0.54% · α -0.51%
$73.55
settled 4d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Howard Hughes Holdings Inc. (HHH) filed a DEFA14A on September 25, 2026, reminding shareholders of its upcoming Annual Meeting on September 30, 2026, and providing a press release and an X.com post from Executive Chairman Bill Ackman. The meeting will feature an update on HHH's transformation into a diversified holding company, including plans to reduce capital intensity at Howard Hughes Communities and increase capital for Vantage insurance subsidiary. This filing is a routine reminder and solicitation update, with no new material financial information or changes to the matters being voted on.

Key Financial Metrics

Vote
director election
Meeting
2026-09-30

Key Facts

  • Annual Meeting scheduled for September 30, 2026 at 9 a.m. ET in New York City.
  • Record date for voting is August 17, 2026.
  • Executive Chairman Bill Ackman posted on X.com on September 25, 2026 regarding the meeting.
  • HHH issued a press release on September 25, 2026 reminding shareholders of the meeting.
  • Meeting will include discussions on accelerating HHH's transformation into a diversified holding company, reducing capital intensity of Howard Hughes Communities, and increasing capital for Vantage insurance subsidiary.
  • The definitive proxy statement was filed on August 19, 2026.

Financial Impact

No financial figures disclosed in this filing.

Risk Factors

  • Low shareholder turnout could affect vote outcomes.
  • Potential for last-minute activist or dissident solicitation materials.

Investment Themes

Real Estate

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-111029
Document: 0001104659-26-111029-index-headers.html0001104659-26-111029
Document: 0001104659-26-111029.txt0001104659-26-111029
13 reports for HHH
Performance horizon
100% Hit rate @ T+20 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+20▲ +15.09%Jun 5, 2026
Filters
Rows
Reports for HHH — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Press Release
BULLISH ★ 5/10
$72.57awaiting T+20—$74.68 (+2.91%)
Oct 23, 2026
3d ago
8-K
NEUTRAL ★ 3/10
$70.19awaiting T+20—$74.68 (+6.40%)
Sep 25, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$73.95 $73.55▼ −0.54%▼ −0.51%$74.68 (+0.99%)
Sep 24, 2026
4w ago
Insider Cluster
BULLISH ★ 6/10
$68.43 $69.49▲ +1.55%▲ +2.51%$74.68 (+9.13%)
Aug 14, 2026
10w ago
S-3ASR
NEUTRAL ★ 3/10
$66.65 $62.55▼ −6.15%▼ −4.17%$74.68 (+12.05%)
Aug 11, 2026
10w ago
144
NEUTRAL ★ 3/10
$66.72 $61.63▼ −7.63%▼ −5.73%$74.68 (+11.93%)
Jun 11, 2026
19w ago
3
NEUTRAL ★ 2/10
$66.86 $72.05▲ +7.76%▲ +5.98%$74.68 (+11.70%)
Jun 5, 2026
20w ago
8-K
BULLISH ★ 7/10
$64.96 $74.76▲ +15.09%▲ +13.45%$74.68 (+14.96%)
Jun 4, 2026
20w ago
Press Release
BULLISH ★ 7/10
$65.13 $74.76▲ +14.79%▲ +12.92%$74.68 (+14.66%)
May 15, 2026
23w ago
144
NEUTRAL ★ 2/10
$63.79 $66.86▲ +4.81%▲ +2.69%$74.68 (+17.07%)
Showing 10 of 13

US Market Status

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Report published Sep 25, 2026