Dan Loeb Dials Up Equity Exposure As Third Point Gets Bullish On Disney [Q2 2022 Letter]

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ValueWalk

Third Point commentary for the second quarter ended June 30, 2022. Dear Investor: During the Second Quarter, Third Point returned -9.3% in the flagship Offshore Fund and -10.6% in the Ultra Fund. Assets under management on June 30, 2022, were approximately $13.8 billion. Q2 2022 hedge fund letters, conferences and more The top five winners for the quarter were Short A, Macro A, Macro B, Short B, and Short C. The top five losers for the quarter were SentinelOne Inc (NYSE:S), PG&E Corporation (NYSE:PCG), Amazon.com, Inc. (NASDAQ:AMZN), Crown Holdings, Inc. (NYSE:CCK), and Danaher Corporation (NY…

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