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ESLOF - Tracking Dan Loeb's Third Point Portfolio - Q3 2020 Update
November, 23 2020 04:26 AM
EssilorLuxottica
Dan Loeb's 13F portfolio value increased from ~$7.30B to ~$10B this quarter. The number of positions increased from 36 to 47. Third Point added PG&E while dropping Baxter International and Raytheon Technologies during the quarter. The top three positions are at ~22% of the portfolio: PG&E Corp, Alibaba Group Holdings, and Walt Disney. For further details see:
Tracking Dan Loeb's Third Point Portfolio - Q3 2020 Update
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