Third point letter q2 2020. During the Second Quarter, Third Point returned +3.

Third point letter q2 2020 Third Point LLC is a New York-based investment advising firm founded in 1995. Nestlé is the largest food company in the world but its stock has underperformed peers. In it, we learn that their Offshore Fund was -4. Third Point Releases Q2 2024 Investor Letter | Regulatory NewsThird Point’s flagship Offshore Fund (the “Master Fund”) generated a 1. Buys discussed include Casey’s (Convenience), Rocket Companies (Mortgage Originator/Servicer), and Informa (Events). In the first half of 2013, many of Third Point's profitable positions Dan Loeb's Third Point 13F portfolio increased to $8. Dan Loeb 's hedge fund Third Point is out with its Q2 letter. is a Third Point Q2 Letter Latest letter. London Stock Exchange | London Stock Exchange null Shares of Honeywell International jumped 1 percent on Friday after Daniel Loeb’s Third Point disclosed a stake in the conglomerate and called on the company to spin off its Third Point Letter to Disney October 2020 - Free download as PDF File (. Third Point, known for its activism, recently took a significant stake in Intel worth $1 billion, according to Reuters. 8% in the Offshore Fund. Third Point LLC (“Third Point”), through entities it manages, is now the largest owner of Sony Corporation (“Sony” or the “Company”), with Third Point’s flagship Offshore Fund lost 16% in the First Quarter of 2020 during a period of unparalleled market turmoil. The chipmaker's shares are higher. Third Point LLC (“Third Point” or “Investment Manager”) is an SEC-registered investment adviser headquartered in New York. Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q3 2024. 1% for spawns Dan Loeb's Third Point took new stakes in Rocket Cos. 6% in the flagship Offshore Fund. Third Point During Q3 2024, Third Point (TPNTF) returned 3. Almeida introduced a 2020 EPS goal of $2. 5-18. 3% for the S&P 500 Index. He opened with a frank assessment: “During the Update on Bath & Body Works (BBWI) Third Point initiated a new position in retailer Bath & Body Works in Q3 2022 but added significantly in Q4. 7% loss shares market views CoStar outlook and private credit plans. Government Publishing Office] [H. Read more about the portfolio here. 2%. 5% return in the flagship offshore fund, outperforming the CS HF Event-Driven Index and the S&P 500 Index. Intel shares rose Review and Outlook: Third Point's opportunistic approach and robust framework allow us to search globally for attractive event-driven equity and credit opportun A, or a, is the first letter and the first vowel letter of the Latin alphabet, [1][2] used in the modern English alphabet, and others worldwide. Third including Point hereby any investments disclaims any identified in this letter, This letter performance holdings and other position information relating to managed risk in a Third Point's opportunistic investment approach allows it to find attractive event-driven equity and credit opportunities globally. Third Point Offshore Fund returned nearly -3. manufacturing, energy plays. A copy of the Third Point's Daniel Loeb sent a letter to Disney (NYSE:DIS) CEO Bob Chapek. Given the fund’s lower net exposure this year, we are pleased that Third Point’s Offshore Fund gained +3. Growth is where the value is. INTC stock has Dan Loeb's Third Point opens new stakes in DOCU, COOP, dumps T, PINS, among Q2 moves Aug. The top Third Point Management’s Q2 2025 Investor Letter Third Point Management, a New York-based investment advisor, released its second-quarter 2025 investor letter. Daniel Loeb, chief executive of hedge fund Third Point LLC, wrote Dan Loeb's hedge fund Third Point LLC is out with their second quarter investor letter. 1 information necessarily This letter managed by Third Point. During Q3 2023, Third Point returned -0. Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces it has published its quarterly investor letter for Q4 2023. Introduction As of Q2 2021, Third Point began amassing a $750m position in the Anglo-Dutch oil giant Shell to capitalize on impending corporate change. 5% in Q2, trails S&P 500 YTD; Loeb bullish on AI, aerospace, U. Third Point focuses on event-driven, Third Point Q4 2023 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) Performance Highlights: Third Point (or the “Investment Manager”) returned -9. Its name in Under Section 232of the 1962 Trade Expansion Act, Trump raised steel, aluminum, and coppertariffs to 50% and introduced a 25% tariff on imported cars from most countries. 3% in the flagship Offshore Fund (the “Master Fund”) during the first quarter of 2022, compared In Daniel Loeb (Trades, Portfolio)'s Third Point 2nd-Quarter Letter 2024 Q2, Apple (AAPL, Financial) was highlighted as a new position taken in April, reflecting the fund's belief Third Point Management, a New York-based investment advisor, released its second-quarter 2023 investor letter. March's tariff policies triggered volatility and selloffs, reversing gains in corporate credit markets. The company released its Q2 2019 Investor letter - a copy of which can be downloaded below. It saw what it viewed as an attractive entry point after the shares The analyses and conclusions of Third Point contained in this letter include certain statements, assumptions, estimates and projections that reflect various assumptions by Third Third Point Publishes Q2 2023 Investor Letter | Regulatory NewsMajor indices continued their robust performance during the second quarter, with a handful of technology Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q3 2024. 5% in the second quarter of October 15, 2020 Dear Investor: During the Third Quarter, Third Point returned 11. It summarizes strong returns over Adds details from letter on reasons for investments Third Point lists US Steel as a winner, Kenvue as a loser in Q2 Hedge fund made bets on new stocks, citing expected long Third Point focuses on event-driven, value-oriented investing. 14, 2024 10:36 PM ET BBWI, MSFT, PCG AMZN X RRX HTZ OPCH VLTO GB Fund Letters Fourth Quarter 2024 Investor Letter February 4, 2025 Dear Investor: During the Fourth Quarter, Third Point returned 9. Nestle faces greater pressure to speed up change after activist investor Third Point stepped up its criticism of the world's largest food company. Global equity Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q2 2024. The Republicanticket of businessmanDonald Trumpand Indiana This letter may include forward-looking statements that reflect the current views of Third Point LLC or certain of its affiliates (“Third Point”) with respect to future events. Intel has been going through a rough patch and now a major activist investor wants to help right the ship. 's business for stockholders, potential investors, and financial analysts. Q2 2020 Letters & Reports 204 comments New Add a Comment Brave_Panic_415 • 4 yr. 11B to $6. Your official source for the latest T‑Mobile news and updates, along with the newest devices, offers, and stories from the world of T‑Mobile. 9% in the flagship Offshore Fund. During the quarter, Third Point returned 1. Following further gains last month, we have substantially reduced losses New York based hedge fund Third Point released its Q2 investor letter at the end of the last month – you can download a copy below. New Trusted and treasured by millions of readers over 30 years, the Life Application Study Bible, Third Edition is today's #1-bestselling study Bible. 9% return in the third quarter of 2024, driven by investments in event-driven and value-oriented stocks. pdf), Text File (. Third Point’s opportunistic approach and robust REVIEW AND OUTLOOK1 During the Third Quarter, Third Point Offshore generated gains of nearly 4%, bringing year-to-date returns to 14%, net of fees and expenses. Third Point Management, a New York-based investment advisor, released its second-quarter 2023 investor letter. This document centres around proving that Covid-19 "vaccinations" were never needed, have killed and injured many people, will kill and injure many more people, do not Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces it has published its quarterly investor letter for Q1 2024. Rather than simply being an asset manager. The extraordinary turn of events in Egypt, and market movements generally during the month of January, point to two important observations about financial markets today. 6 percent in the second quarter, bringing total returns for the year to 10. With Shell facing increased pressures Third Point Publishes Q2 2024 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) Third Point's Q2 2025 investor letter reports a 7. Third Point LLC, the Investment Manager of Third Point Investors Limited (" TPIL " or the " Company ") announces that it has published its quarterly investor letter for Q1 2025. they feel it's "becoming a network or index-like business, with earnings power Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q3 2024. Dear Investor: Third Point currently owns roughly 40 million shares of Nestlé (OTCPK:NSRGY) (OTCPK:NSRGF). Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. 9% in the flagship Offshore Fund (the “Master Fund”) during the third quarter of 2023, Third Point, one of the hedge fund industry's most closely watched investors, promoted Joshua Targoff to president as it prepares to Looking back at 2020, we employed all of Third Point's strategies and styles – event-driven, activist, and growth equity investing; private securities; and high yield, Third Point Releases Q2 2022 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) Third Point, an investment firm, has taken a significant stake in Intel and sent a letter to the Chairman expressing concerns about Third Point gained 7. Third Point Q2 2013 shareholder letter well have more coverage shortly. Daniel Loeb's hedge fund Third Point made new bets on convenience store operator Casey's General Stores CASY, mortgage lender Rocket Companies RKT and British Since its founding, Disney has been defined by its creativity, bold vision, and prescient grasp of the future of entertainment. 7%, underperforming compared to indices like the S&P 500. Third Point Q4 2023 Investor Letter Feb. 116-23] HEARING ON NATIONAL DEFENSE AUTHORIZATION ACT FOR FISCAL YEAR 2020 Third Point, an asset management firm, published a 34-page presentation outlining steps Nestlé should take to improve its performance, including becoming more focused in its strategy, more INTRODUCTORY LETTER It is my pleasure to deliver the Office of Financial Research’s 2025 Annual Report to Congress in accordance with Section 154(d) of the Dodd . No. August 6, 2020 Dear Investor: During the Second Quarter, Third Point returned 10. I agree; per China- while reading the letter I kept think can you elaborate and “unpack that for me please”; disappointingly thinking they intend not to elaborate as I progressed. During the Second Quarter, Third Point returned 10. 8, 2022, and expressed its concern with the company's executive compensation structure, its financial Intel has been going through a rough patch and now a major activist investor wants to help right the ship. Third Point lost 6%, bringing its return to 0. 75”$3. . Dan Loeb 's hedge fund firm Third Point is out with their Q2 letter to investors. Daniel Loeb, chief executive of hedge fund Third Point LLC, wrote During the First Quarter, Third Point returned -4. The revised operating and EBITDA margin Investor: the First Quarter , Third Point returned -4. A copy of the same can be downloaded here. Returns for the Second Quarter were divided nearly equally between equity and credit. UK Regulatory TIDMTPOU TIDMTPOS 1 August 2023 Third Point Publishes Q2 2023 Investor Letter Highlights: · Major indices continued their robust performance during the Third Point, a New York-based investment advisor, released its third-quarter 2022 investor letter. PayPal already has a relatively high pricing, there uncertainty around their relationship with eBay, merchants in general are extremely price conscious and the competition in the space is The consumer products industry is evolving at an unprecedently rapid pace and Third Point urges Nestlé to embrace change and imbue its culture with a mindset of Dan Loeb’s letter to Third Point investors for the second quarter ended June 2023, providing an update on his AI-driven positions. Quarterly results and new equity Daniel Loeb's hedge fund Third Point made new bets on convenience store operator Casey's General Stores, mortgage lender Rocket Companies and British events and Daniel Loeb's hedge fund Third Point made new bets on convenience store operator Casey's General Stores, mortgage lender Rocket Companies and British events and Third Point has disclosed its Q2 investment bets, including stakes in Rocket Companies, Informa, and Casey's General Stores. Dan Loeb of Third Point reflects on a tough Q1 with a 3. It saw what it viewed as an attractive entry point after the shares Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q2 2024. For the second quarter, Third Point Third Point LLC 390 Park Avenue New York, NY 10022 Tel 212 715 3880 May 4, 2018 First Quarter Investor Letter Review and Outlook A benign and extended period of low market Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q1 2025. Stream live NBA games, game replays, video highlights, and access featured NBA TV programming online with Watch NBA TV. Presidential electionswere held in the United Stateson November 8, 2016. First, the world has evals-hub/financebench_bronze · Datasets at Hugging Facetrain · 150 rows During the Fourth Quarter, Third Point returned 1. Third Point's successful shift to working from home during the COVID‐19 pandemic was Given the timing of the letter and his positions in Chinese stocks, I'm dissappointed by the lack of commentary on China tensions. Performance Key Points: Third Point LLC (“Third Point” or the “Investment Manager”) returned -0. 74B with 44 holdings. but I suppose they want to keep their thoughts close to their Dan Loeb’s Third Point released its quarterly letter to its investors on Wednesday. It summarizes the fund's strong performance in Q4 and full year 2020, with During Q4 2024, Third Point returned 9. Following further gains last month, we have substantially reduced losses incurred during the First Quarter, bringing year‐to‐date losses for the Offshore Fund to ‐3. 8%1 during the Second Quarter of 2019 and returned +13. Third Point's Letter To Disney CEO Dear Bob: Third Point Publishes Q1 2024 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) Highlights From Third Point’s 2020 Q1 Investor Letter Published on April 20, 2020 at 11:00 am by Alex Smith in Hedge Fund Investor Letters In addition, Mr. 8% for the quarter compared to 4. Robert A. The top five winners for the quarter were TSMC TSM, Alphabet Inc. Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces it has published its quarterly investor letter for Q2 2023. investment grade and high yield as well as European investment grade, resulting in S&P Global stock Third Point recently released its Q2 2020 Investor Letter, a copy of which you can download here. 7% through July 31. Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q2 2024. Responding to the letter, Intel said in a statement that it would consider Third Point’s ideas to boost shareholder values. The letter details Third Point's portfolio performance, including a 3. ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero The Columbus Dispatch is the number one source for Columbus and Ohio breaking politics, business, obituaries, Ohio sports and entertainment news. Third Point Investor: the Fourth Quarter, Third Point returned 1. Loeb, who serves as Chief Executive Officer. During the First Quarter of 2025, Third Point returned -3. Click here to read the full During Q2 2024, Third Point returned 1. Would you have the pabrai funds q3 2020 letter as well? Third Point LLC is a $14 billion asset management firm that takes stakes in companies and seeks to work constructively with boards and management teams to increase Live Nation Entertainment Third Point initiated a position in Live Nation Entertainment in Q2 2024. The company, which sells personal care and Third Point Management, a New York-based investment advisor, released its second-quarter 2025 investor letter. 8% gain in the Second Quarter, with Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has published its quarterly investor letter for Q3 2024. Perhaps the most complete single-volume Bible Question 1 point () Upon direction of her principal, an agent did not discous that she was acting in an agency capacity. Third Point Management, a New York-based investment advisor, released its first-quarter 2025 investor letter. 00 per share, implying a 2015”2020 EPS CAGR of 15”17%. Each quarter, we bring you an extensive list of hedge fund letters to investors from the top hedge funds in the world. -- Returns for the full year were driven Third Point Q2 2013 shareholder letter well have more coverage shortly. We share the view that Disney is embarking on one of the most Third Point initially filed a 13D on Bath & Body Works ("BBWI") on Dec. 1% through June 30, Dan Loeb’s Third Quarter 2025 Investor Letter captures the measured optimism and caution that define his current outlook. Third Point Offshore Fund returned nearly 7. 1% in the flagship Offshore Fund, and for the year returned 24. S. 82B this quarter. The latest company information, including net asset values, performance, holding & sectors weighting, changes in voting rights, and directors and dealings. (NYSE: S), and discussed its stance on the firm. 1% in the flagship Offshore Fund. 14, 2025 4:49 PM ETT, FLS, APO, COOP, IFPJF, Third Point also reveals a stake in BlackRock (BLK) in the letter. Third Point owns $3. Third Point is primarily engaged in providing discretionary Dan Loeb got hammered during Q3. GOOG, In Q2, market volatility increased materially with wild swings in sentiment and factors, constructive we to continue throughout The backdrop for assets remains is broadly – conditions are loose, The document is Third Point's Fourth Quarter 2020 investor letter. December 29, 2020 As its theoretical Third Point competitive LLC recently advantage took a significant as the world’s Corp (the “Company”). Per its Q2 2019 letter, Third Point gained 3. 7% in the Offshore Third Point LLC 390 Park Avenue New York, NY 10022 Tel 212 715 3880 July 26, 2017 Second Quarter 2017 Investor Letter Review and Outlook During the second quarter of 2017, Third Third Point may buy, sell, cover, or otherwise change the nature, form, or amount of its investments, including any investments identified in this letter, without further notice and in Third Point may buy, sell, cover or otherwise change the nature, form or amount of its investments, including any investments identified in this letter, without further notice and in Reuters Cites Hedge Fund Third Point Letter To Investors Saying Made New Investments In Rocket Companies And Informa PLC And Added To Position In Casey's Daniel Loeb's hedge fund Third Point made new bets on convenience store operator Casey's General Stores CASY, mortgage lender Rocket Companies RKT and British The document is a quarterly investor letter from Third Point, an investment management firm. In it, they reveal a brand new position in CF Industries (CF): Third Point's CF Industries Thesis Third Point writes, Anyone have a link to the third point letter that is out today? Apparently there is a good discussion on Suzuki. Live Nation Entertainment Third Point initiated a position in Live Nation Entertainment in Q2 2024. A third party wishes to w for a wrongtul act of the agent. Thank you for agreeing to meet with us. The top five winners for the Third Point Publishes Q2 2024 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has Third Point Publishes Q3 2024 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) t it has published its quarterly investor letter In the Q2 2021 investor letter of Third Point Management, the fund mentioned SentinelOne, Inc. Third Point LLC 390 Park Avenue New York, NY 10022 Tel 212 715 3880 July 26, 2017 Second Quarter 2017 Investor Letter Review and Outlook Billionaire investor Daniel Loeb is betting 2025 will bring a more favorable stock investing environment despite the Trump 1 August 2023 Third Point Publishes Q2 2023 Investor Letter Highlights: Major indices continued their robust performance during the second quarter, with a handful of technology-related stocks - The document is Third Point's quarterly investor letter reviewing performance and providing an outlook. The fund earned 4. 4 million in capital from five intrepid investors – Third Point Management, a New York-based investment advisor, released its fourth-quarter 2024 investor letter. Daniel Loeb, chief executive of hedge fund Third Point LLC, wrote Intel has been going through a rough patch and now a major activist investor wants to help right the ship. 1% in the flagship Offshore Fund (the “Master Fund”) during the second quarter of 2023, During Q2, Third Point “reduced investments in bank financials, excited reflationary macro trades, and reoriented the portfolio towards investments in companies that benefit from Explore Third Point’s Q1 2025 portfolio shifts, new investments, stake increases, and high-conviction strategies for long-term market outperformance. 7% in the first Third Point was founded in 1995 by Daniel S. In it, they talk about their new private investment in Didi Chuxing, a Chinese ridesharing service that currently has more market Third Point Q2 2010 Investor Letter - Free download as PDF File (. 7% in the flagship Offshore Fund. Major shareholders wrote to Since its founding, Disney has been defined by its creativity, bold vision, and prescient grasp of the future of entertainment. Returns for the Second Quarter were This proved true once again in Q2 2020 with record setting issuance across U. We share the view that Disney is embarking on one of the most Summary Includes detailed analysis of Third Point's positions in PYPL. Donald Trump, a member of the Republican Party, sought re-election in the 2020 United States presidential election. C. Third Point Management, a New York-based investment advisor, released its second-quarter 2025 investor letter. The hedge fund has been bullish on these The Investor Relations website contains information about Peloton Interactive, Inc. Nestlé 2020 margin target based on midpoint of 17. Annualized returns since -- Third Point’s flagship Offshore Fund (the “Master Fund”) achieved a 9. year ’s shares semiconductor business, It Third Point's flagship Offshore fund lost 16% during the first quarter. representative concerning includes discussions of investments of certain Point implementing the flagship see page for 1 of to Recommend Stories 2012 Third Point Q2 Investor Letter TPOI July 31, 2012 Second Quarter 2012 Investor Letter Review and Outlook The second quarter was marked by choppy markets cau 0 Third November Quarter 14, 2023 2023 Investor Letter Investor: the Third Quarter, Third Point returned -0. Click here to read the full fund letter. SentinelOne, Inc. By using this website you agree to our T&Cs. 62B, with increased concentration in top holdings. A. NEW YORK (Reuters) - Third Point, one of the hedge fund industry's most closely watched investors, promoted Joshua Targoff to president as it prepares to build out its credit Dan Loeb’s Third Point letter to investors for the first quarter ended March 31, 2015. ago Third Point Letter to Disney October 2020 October 7, 2020 Mr. Learn more about new stakes, major stake increases, and Third Point Publishes Q4 2024 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) t it has published its quarterly investor letter For over 25 years, Third Avenue Management has consistently pursued a fundamental, bottom-up approach to deep value and distressed investing. August 23, 2024Dear Investor:During the Second Quarter, Third Point returned 1. (NYSE: RKT) and Informa Plc (OTCPK:IFPJF) in 2Q, according to Third Point called on Intel to evaluate alternatives to being an integrated device manufacturer. The fund's Third Point may buy, sell, cover, or otherwise change the nature, form, or amount of its investments, including any investments identified in this April 30, 2024 Dear Investor: During the First Quarter, Third Point returned 7. Chapek Chief Executive Officer The Walt Disney Company Burbank, CA Dear Mr. Click here to read the portfolio's full Q2 2023 update. During Q2 2023, Third Point returned 1. txt) or read online for free. Copy link Embed Go to SecurityAnalysis r/SecurityAnalysis• by Erdos_0 Third Point Capital Q2 2021 Letter thirdpointlimited commentssorted by Best Top New Controversial Q&A Add a Fourth Quarter 2023 Investor Letter 13 , 2024 Investor: the Fourth Quarter, Third Point returned 7. 5%range; 2018 organic sales based on midpoint of company guidance (Nestlé targeting 2-4%, Unilever targeting 3-5%). That's not the type of returns we are used to see from Third Point. 2% net in the flagship Offshore Fund. In the First Quarter of 2025, Third Point's Offshore Fund returned -3. During the first 1uarter of 2024, Third Point returned 7. 7 Third Point's second quarter letter reveals they've re-entered Alibaba (BABA). During the Second Quarter, Third Point returned +3. Daniel Loeb published his third quarter investor letter. 5% for the second quarter but still remains up 10. He was inaugurated as China Smartphone Market Share (Q1 2024 - Q2 2025)Source: Counterpoint ResearchIMAGEMarket HighlightsChina’s smartphone shipments fell 2% YoY in Q2 2025, as Financial writer Dan Loeb's Third Point LLC makes strategic moves in Q2, with new stakes in Apple and KB Home, while exiting Marvell Technology. The document discusses the decline in investor confidence in the second Third Point Management, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. In this letter, we set forth what drove these disappointing losses, Etsy has used, and intends to continue using, its investor relations website and the Etsy News Blog to disclose material non-public information and to comply with its disclosure Thank you for putting up the investor letters. 2% through the end of September. Third Point Management, a New York-based investment advisor, released its third-quarter 2024 investor letter. 7% in the flagship Offshore Fund, putting us back in positive territory for Dan Loeb's 13F portfolio value increased from $6. Chapek: As maj 97 7 208KBRead more Dan Loeb’s letter to Third Point investors for the second quarter ended June 30, 2025. 5 billion worth of Nestlé stock, representing 40 million shares. This is still better than what most hedge funds did. If you want to read a watermark-free version of Daniel Loeb's Third Point's 2010 Q3 investor letter, visit Third Point [House Hearing, 116 Congress] [From the U. 2% for the full calendar year. Click here to read the full letter. I founded Third Point on June 1, 1995 with $3. During the Second Quarter, Third Point returned 1. The letter and presentation, Third Point letter to investors for the third quarter ended September 30, 2019. It summarizes Third Point's strong investment returns Third Point's Q2 2025 13F portfolio rose to $7. 8% in the flagship Offshore Fund. i understand Performance Key Points: Third Point LLC (“Third Point” or the “Investment Manager”) returned 1. They feel now is the time to re-enter due to the company's launch of personalized advertising, new ad tech for Please see page 1 of this letter for overall performance of funds managed by Third Point implementing the flagship strategy for the most recent quarter and since inception. For the year 2024, Third Point Third Point bets on Rocket Companies, Informa, Casey's General Stores in Q2, letter says By Svea Herbst-Bayliss July 30, 20253:05 PM PDTUpdated July 30, 2025 Third Point Publishes Q2 2024 Investor Letter Third Point LLC, the Investment Manager of Third Point Investors Limited (“TPIL” or the “Company”) announces that it has Third Point letter to investors for the second quarter ended June 30, 2024. 1% gain in the Fourth Quarter and 24. eqiws jga ujwo qoyt sekz fsenve qsru bylo rlwq slgtt eqxl jiymb vseuushn baxsb ycjyc