lonferg
Dan Loeb’s letter to Third Point investors for the third quarter ended September 2022, discussing the top five winners for the quarter. Dear Investor: During the Third Quarter, Third Point returned -3.2% in the flagship Offshore Fund. The top five winners for the quarter were Pacific Gas and Electric Co. (NYSE:PCG), Ventyx Biosciences, Inc. (NASDAQ:VTYX), Cano Health, Inc. (NYSE:CANO), SentinelOne Inc (NYSE:S), and Short A.1 The top five losers for the quarter were Colgate-Palmolive Co. (NYSE:CL), The Walt Disney Co. (NYSE:DIS), Short B, Private A, and Ferguson PLC (LON:FERG). Q3 2022 hedge fu...
ValueWalk
Argosy Investors commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Investors, Year-to-date 2021 performance was 16.5% in select accounts. The S&P 500 by comparison returned 15.3%. I am thankful for our good fortune so far this year, but I remain surprised that the portfolio did not take a breather (giving us an opportunity to add to some of our favorite holdings). I try to focus on the businesses we own, but feel a responsibility to share some thoughts on current events and their potential impact on the portfolio. Inflation is the topi...
ValueWalk
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