VST - Tracking Dan Loeb's Third Point Portfolio - Q4 2023 Update
2024-03-05 22:43:45 ET
Summary
- Dan Loeb's 13F portfolio value increased to $6.64B this quarter, with the top three holdings accounting for ~37% of the portfolio.
- Third Point returned 3.4% in 2023 compared to 26.3% for the S&P 500 Index.
- New stakes include Fleetcor Tech, Verizon, Apollo Global Management, McKesson Corp, EQT Corp, and Biomarin Pharma.
This article is part of a series that provides an ongoing analysis of the changes made to Dan Loeb’s 13F stock portfolio on a quarterly basis. It is based on Third Point’s regulatory 13F Form filed on 2/14/2024. Please visit our Tracking Dan Loeb’s Third Point Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q3 2023....
Tracking Dan Loeb's Third Point Portfolio - Q4 2023 Update