Howard Hughes Holdings Inc. · Brief

Next report

9 days

Nov 9 · before openest.Q3 FY26

Expected move

±6.7%implied · report alone

71.1481.32

straddle ±8.4%

spot 76.23exp Nov 20ATM strike 75ATM straddle 7.52IV 51%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▲+3.59%—

quarterimplied−5%0+5%realized×

Q2 FY26—▲+3.59%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 9 report · est.

Bull2 of 3

7disclosed supplier and customer ties listed across SEC filingsSEC filings

3tracked funds holding HHHN-PORT · Jul 31 '26

Bear2

0.10%share of VANGUARD REAL ESTATE INDEX FUND assets heldN-PORT · Jul 31 '26

6 of 24largest reporting managers reduced their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

HHH report session

No linked exposure.

Oct 26impliedImplied move: ±7.3% into Nov 9 earnings (Oct 26 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.