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Third Point initiated a long position in Glencore in Q1. For many years, Glencore's production of thermal coal has deterred ESG-conscious investors from owning the stock. There is an increasing recognition that companies like Glencore are strategically important assets for Western...
Third Point is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing. During the First Quarter, Third Point returned -11.5% in the fla...
Dan Loeb's 13F portfolio value decreased from $18.32B to $14.33B this quarter. The number of positions decreased from 113 to 92. Third Point increased Amazon, RH, and Catalent while decreasing Upstart Holdings and Walt Disney during the quarter. The top three positions are at ~23%...
Dan Loeb's 13F portfolio value increased from $17.08B to $18.32B this quarter. The number of positions decreased from 126 to 113. Third Point increased Amazon while decreasing Intel and dropping JD.com, SoFi Technologies, and Uber Technologies during the quarter. The top three pos...
Dan Loeb's 13F portfolio value increased from $14.83B to $17.08B this quarter. The number of positions increased from 125 to 126. Third Point added SoFi Technologies and increased Intel Corp. and Cano Health during the quarter. They also dropped IAA Inc. and reduced Charter Communicat...
Third Point has been one of the best-performing hedge funds for several decades. Despite that, their publicly-traded vehicle, Third Point Offshore trades at a persistent NAV discount. James Elbaor from Marlton Capital thinks the discount is too big, and an innovative tender/exchan...
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...
Third Point is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing. During the First Quarter, Third Point returned +11.0% in the fla...
The following slide deck was published by Third Point Investors Limited in conjunction with their 2021 Q1 earnings call. For further details see: Third Point Investors Limited 2021 Q1 - Results - Earnings Call Presentation
Dan Loeb's hedge fund Third Point (TPNTF) took a new stake in real estate information company CoStar Group (CSGP), according to the fund's first quarter letter.We believe the "business will be a direct beneficiary of the impending wave off COVID-induced disruption in the CRE market," Loeb sai...