Welcome to our dedicated page for Pershing Square USA, Ltd. SEC filings (Ticker: PSUS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Pershing Square PSUS Holdings, LLC, together with affiliated entities, reports beneficial ownership of 1,000,000 7.50% Series A Cumulative Preferred Shares of Pershing Square USA, Ltd., representing all of the issuer’s outstanding preferred shares. PSUS Holdings acquired these Preferred Shares on April 30, 2026 for an aggregate purchase price of $50,000,000 in a private placement conducted alongside the initial public offering of the issuer’s common shares.
Under the Preferred Share terms and the Investment Company Act of 1940, PSUS Holdings is entitled to elect two trustees to the issuer’s board and could elect a majority if dividends remain unpaid for two full years. PSUS Holdings also acquired common shares, ending with 4,000,000 common shares, described as less than 5% of the issuer’s outstanding common shares. The purchases were financed using PSUS Holdings’ working capital and borrowings under Pershing Square Inc.’s senior secured revolving and term loan credit facilities.
Pershing Square USA, Ltd. filed an initial Form 3 indicating that the Teacher Retirement System of Texas is a ten percent owner of the company. The filing shows direct beneficial ownership of 10,270,000 shares of Common Stock as of April 30, 2026.
Pershing Square USA, Ltd. ownership filing: Teacher Retirement System of Texas reports beneficial ownership of 10,270,000 shares of Common Shares of Beneficial Interest, representing 10.3% of the class as of 04/30/2026.
The filing lists sole voting power and sole dispositive power over the 10,270,000 shares. The report is signed by Christopher Bowlin, Director, DCR-Investments, dated 05/06/2026.
Pershing Square USA, Ltd. director Bruce Herring bought 10,000 Common Shares of Beneficial Interest in open-market transactions. The trades occurred on April 30, 2026 at a weighted average price of $43.414 per share, with prices ranging from $43.30 to $43.45. Following these purchases, he directly owns 10,000 shares.
Pershing Square USA, Ltd. reported large equity positions acquired by affiliated entities in connection with its initial public offering and related private placements on April 30, 2026. Pershing Square PSUS Holdings, LLC received 1,000,000 of the issuer’s 7.50% Series A Cumulative Preferred Shares at $50 per share and now holds all outstanding preferred shares. Affiliates also acquired and restructured holdings in the issuer’s Common Shares of Beneficial Interest, including a 96,000,000-share grant at $50 per share, resulting in indirect ownership of 96,342,320 common shares after the transactions. Certain common shares were acquired and immediately resold by Pershing Square Inc., with all resale proceeds delivered to the issuer and none retained by Pershing Square Inc.
Pershing Square USA, Ltd. director and trustee Nicholas Anthony Botta reported an open-market purchase of Common Shares of Beneficial Interest. On April 30, 2026, he bought 250,000 shares at $50.00 per share, all acquired in connection with the PSUS initial public offering. Following this transaction, he directly holds 250,000 Common Shares of Beneficial Interest.
Pershing Square USA, Ltd. Chief Compliance Officer Coussin Halit bought 200,000 Common Shares of Beneficial Interest on April 30, 2026. The shares were acquired at $50.00 per share in connection with the PSUS initial public offering, giving him 200,000 shares owned directly after the transaction.
Pershing Square USA, Ltd. president Hakim Ben reported significant personal purchases of the fund’s Common Shares of Beneficial Interest. On April 30, 2026, he bought a total of 350,000 shares at $50.00 per share, split between the PSUS initial public offering and a concurrent private placement.
Pershing Square USA, Ltd. Chief Investment Officer Ryan Israel reported an open-market purchase of 500,000 Common Shares of Beneficial Interest of PSUS. The shares were bought on April 30, 2026 at a price of $50.00 per share, for total consideration of $25,000,000. Following this transaction, Israel directly holds 500,000 PSUS common shares. The footnotes state that this acquisition occurred in connection with the PSUS initial public offering completed on April 30, 2026.
Pershing Square USA, Ltd. secretary Jessica A. Falzone reported an open-market purchase of 2,000 Common Shares of Beneficial Interest on April 30, 2026 at $50.00 per share. The filing shows she now directly owns 2,000 shares, with no derivative positions reported.
Footnotes explain that these shares were acquired in the PSUS Private Placement completed alongside initial public offerings of Pershing Square Inc. and Pershing Square USA, Ltd.