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Dan Loeb's 13F portfolio value increased from ~$13B to $14.83B this quarter. The number of positions increased from 73 to 125. Third Point added Paysafe, CoStar Group, and Uber Technologies while dropping Alibaba Group Holdings and Fidelity National Information Services. The top t...
EssilorLuxottica Société anonyme (ESLOF) Q4 2020 Earnings Conference Call March 12, 2021 04:30 AM ET Company Participants Paul du Saillant - Deputy CEO Stefano Grassi - Co-CFO David Wielemans - Co-CFO Pierluigi Longo - Head of M&A Conference Call Participants Cedric Lecasble - S...
The following slide deck was published by EssilorLuxottica Société anonyme in conjunction with their 2020 Q4 earnings call. For further details see: EssilorLuxottica Société anonyme 2020 Q4 - Results - Earnings Call Presentation
Dan Loeb's 13F portfolio value increased from ~$10B to ~$13B this quarter. The number of positions increased from 47 to 73. Third Point added Alphabet and increased Avantor and Planet Fitness while reducing Amazon.com and Alibaba Group Holdings. The top three positions are at ~20%...
Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through. During the fourth quarter and full year of 2020, the Polen Global Growth Composit...
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 por...
Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through. During the third quarter of 2020, the Polen Global Growth Composite Portfolio ret...
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 08/17/2020. Please visit our Tracking Dan Loeb’s Third Point Portfoli...
Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
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 05/15/2020. Please visit our Tracking Dan Loeb’s Third Point Portfoli...
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