- The portfolio moves by Third Point Management are always some of the most closely watched in the hedge fund industry.
- In its latest SEC filing, Third Point disclosed that it added NXP Semiconductors (NASDAQ:NXPI), PayPal (NASDAQ:PYPL), Visa (NYSE:V), Campbell Soup (NYSE:CPB), Deere (NYSE:DE), Far Point Acquisition (FPAC), Energen (NYSE:EGN), PVH (NYSE:PVH) and Camping World (NYSE:CWH). The firm also added to its stakes in Microsoft (NASDAQ:MSFT), Adobe (NASDAQ:ADBE), Electronic Arts (NASDAQ:EA), Marathon Petroleum (NYSE:MPC), United Technologies (NYSE:UTX), DowDuPont (NYSE:DWDP), Salesforce (NYSE:CRM) and Dover (NYSE:DOV).
- The hedge fund exited Alphabet (NASDAQ:GOOGL), Intercontinental Exchange (NYSE:ICE), Mohawk Industries (NYSE:MHK), PagSeguro Dgiital (NYSE:PAGS), Anthem (NYSE:ANTM), Green Brick Partners (NASDAQ:GRBK), Pampa Energia (NYSE:PAM), Black Knight (NYSE:BKI) and Grupo Supervielle (NYSE:SUPV).
- The company founded by Dan Loeb also reduced its stake in Wynn Resorts (NASDAQ:WYNN) and Lennar (NYSE:LEN).
- SEC Form 13F
- Now read: United Technologies Ups Guidance Again
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