Category Archives: Third Point

Observations as Third Point Discloses Holdings for Most Recent Quarter

Who are the winners and losers in Daniel Loeb’s Third Point world since the last filing? The New Additions. Activision Blizzard, fresh from its Vivendi buyback, found itself in Third Point’s portfolio to the tune of about $43.4 million.  Other … Continue reading

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Going Once, Going Twice . . . Third Point Takes Major Stake In Sotheby’s

Will the auctioneer become the next item up for auction? Daniel Loeb’s Third Point disclosed a 5.7% stake in Sotheby’s today in an SEC filing.  There appears to be some activist intentions behind the “investment purposes” it disclosed as the … Continue reading

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