What smart money is saying about Hertz Global Holdings, Inc.
2 funds in our archive have pitched Hertz Global Holdings, Inc. — most recently Pershing Square in December 2025.
Hertz Global Holdings, Inc. operates as a vehicle rental company. It operates through two segments, Americas Rental Car and International Rental Car. The company provides vehicle rental services under the Hertz, Dollar, and Thrifty brands from company-owned, licensee, and franchisee locations in the United States, Africa, Asia, Australia, Canada, the Caribbean, Europe, Latin America, the Middle East, and New Zealand. It also sells vehicles; and operates the Firefly vehicle rental brand and Hertz 24/7 car sharing business in international markets. Hertz Global Holdings, Inc. was founded in 1918 and is headquartered in Estero, Florida.
Fund coverage · 2 theses
- Pershing SquareDecember 2025
Hertz Global Holdings, Inc. targets significant EBITDA growth and new ancillary revenues, offering meaningful upside on execution.
Read the full thesis - Pershing SquareJune 2025
Hertz is a recovering car rental company with strong market positioning and strategic initiatives that could yield significant returns, despite higher risks due to its financial leverage.
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