Substack · Building Arks
Update: Howard Hughes accelerating monetisation
Real estate goes asset light to drive growth in insurance
Since publication +1.7% α +1.6 pp vs S&P 500 · USD
US · 3 entries · 1 publication
HHH
Howard Hughes Holdings Inc.
- Entries
- 3
- Bullish
- 1
- Bearish
- 0
- First
- Sep 1, 2026
- Latest
- Oct 1, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on HHH at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 1 entry
- September 2026 2 entries
Substack · Building Arks
Update: Howard Hughes valuation
New metrics, a major mistake, and a huge opportunity
Since publication +15.4% α +16.3 pp vs S&P 500 · USD
Substack · Building Arks
Results: Howard Hughes Holdings 2q26
Vantage acquisition closed; insurance becomes the growth engine.
Since publication +16.2% α +15.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.