Event-Driven Stocks

Spin-offSpun off from Howard Hughes Holdings IncHHHNYSE

The two companies

Parent
Real Estate Investment Trusts
↓ spun off ↓

Open either company's hub for its full SEC financials, ratios, ownership, filings, and every other event it's been part of.

Sector
Consumer Discretionary
Industry
Services-Miscellaneous Amusement & Recreation
Exchange
NYSE
State of incorporation
DE
Record date
July 29, 2024
Distribution date
July 31, 2024
Ratio
1:9
Parent sector
Real Estate Investment Trusts
Form
10-12B/A
Filed
July 23, 2024

Financials — parent vs spin-off

SEC XBRL · latest year
Howard Hughes Holdings IncFY25
Revenue
$1.47B
Operating income
$332M
Net income
$124M
Total assets
$10.64B
Equity
$3.78B
Seaport Entertainment Group Inc.FY25
Revenue
$130M
Operating income
−$118M
Net income
−$117M
Total assets
$650M
Equity
$457M

Latest reported figures from each company's own SEC filings — the parent after the separation and the spin-off as a standalone. Full multi-year history on each company hub.

Spin-off signals

score 4/7 favorable · factors, not advice
  • Focus-increasingYes — Real Estate → Consumer Discretionary

    Spin-offs into a different sector than the parent (pure-plays) have historically outperformed diversifying ones.

  • Size vs parent (revenue)~8.8% of parent

    Smaller spin-offs draw more forced selling from holders who can't keep them — the classic mispricing edge.

  • Leverage (liabilities/assets)28%

    A heavy debt load loaded onto the spin-off is a known risk; a clean balance sheet is favorable.

  • Operating margin-90.6%

    Profitability of the standalone business, from its own SEC filings.

  • Tax-basis reportNone found

    A Form 8937 (basis allocation) accompanies tax-free §355 spin-offs — favorable for taxable holders.

  • Insider buying (post-spin)None recorded

    Officers/directors buying their own newly independent shares (Form 4) has historically preceded outperformance.

  • Time since spin-off1.8 years

    Studies find the spin-off return premium concentrates in roughly the first one to three years.

Factors the spin-off research literature (Greenblatt; Cusatis-Miles-Woolridge; Desai-Jain) associates with outcomes — computed from this company's own SEC filings, shown as factors, not a recommendation. The premium is debated and not guaranteed. How we compute these ↗

Filings & documents

Every entry traces to SEC EDGAR. The Information Statement is the primary source; the links below open the full filing and each company's complete filing history.