Loeb's Third Point gets out of Option Care, T-Mobile; invests in Verizon, EQT

seekingalpha

2024-02-15

Dan Loeb's Third Point shed its holdings in Option Care Health (NASDAQ:OPCH), T-Mobile US (NASDAQ:TMUS), and Alphabet A shares (NASDAQ:GOOGL), while it established holdings in Verizon (NYSE:VZ), EQT Corp. (NYSE:EQT), and FleetCor Technologies (NYSE:FLT) during Q3 2023, according to the firm's latest 13F.
The hedge fund boosted its stakes in Vistra (NYSE:VST) to 4.60M shares from 3.60M, U.S. Steel (NYSE:X) to 5.50M shares from 4.75M, and American International Group (NYSE:AIG) to 3.45M shares from 2.95M.
It trimmed its positions in Uber Technologies (NYSE:UBER) to 1.0M shares from 4.2M, Intercontinental Exchange (NYSE:ICE) to 700K shares from 2.39M, and Taiwan Semiconductor (NYSE:TSM) to ~1.18M shares from ~1.78M, according to the 13F.

More on American International Group, EQT, etc.

AIG Q4 earnings top consensus as net investment income climbs
Soroban Capital adds Exelon, boosts Brookfield Corp.
Soros Fund exits Arm, FMC, Trinity; enters KeyCorp, Avantor
Druckenmiller's Duquesne drops Alibaba, Amazon; picks up Barrick Gold, Newmont

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(<span>NYSE:EQT</span>), and<span> FleetCor Technologies (</span><span>NYSE:FLT</span><span>) during Q3 2023, according to the firm's latest 13F.</span> </li> <li>The hedge fund boosted its stakes in Vistra (<span>NYSE:VST</span>) to 4.60M shares from 3.60M, U.S. Steel (<span>NYSE:X</span>) to 5.50M shares from 4.75M, and American International Group (<span>NYSE:AIG</span>) to 3.45M shares from 2.95M.</li> <li>It trimmed its positions in Uber Technologies (<span>NYSE:UBER</span>) to 1.0M shares from 4.2M, Intercontinental Exchange (<span>NYSE:ICE</span>) to 700K shares from 2.39M, and Taiwan Semiconductor (<span>NYSE:TSM</span>) to ~1.18M shares from ~1.78M, according to the 13F. </li> </ul> <div> <h2>More on American International Group, EQT, etc.</h2> <ul> <li>AIG Q4 earnings top consensus as net investment income climbs</li> <li>Soroban Capital adds Exelon, boosts Brookfield Corp.</li> <li>Soros Fund exits Arm, FMC, Trinity; enters <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>, Avantor</li> <li>Druckenmiller's Duquesne drops Alibaba, Amazon; picks up Barrick Gold, Newmont</li> </ul> </div></body></html>","source":"seekingalpha_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Loeb's Third Point gets out of Option Care, T-Mobile; invests in Verizon, EQT</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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(NYSE:EQT), and FleetCor Technologies (NYSE:FLT) during Q3 2023, according to the firm's latest 13F.  The hedge fund boosted its stakes in Vistra (NYSE:VST) to 4.60M shares from 3.60M, U.S. Steel (NYSE:X) to 5.50M shares from 4.75M, and American International Group (NYSE:AIG) to 3.45M shares from 2.95M. It trimmed its positions in Uber Technologies (NYSE:UBER) to 1.0M shares from 4.2M, Intercontinental Exchange (NYSE:ICE) to 700K shares from 2.39M, and Taiwan Semiconductor (NYSE:TSM) to ~1.18M shares from ~1.78M, according to the 13F.    More on American International Group, EQT, etc.  AIG Q4 earnings top consensus as net investment income climbs Soroban Capital adds Exelon, boosts Brookfield Corp. Soros Fund exits Arm, FMC, Trinity; enters KeyCorp, Avantor Druckenmiller's Duquesne drops Alibaba, Amazon; picks up Barrick Gold, Newmont","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}