⚠️💰ПОКУПКИ/ПРОДАЖИ THIRD POINT ДЭНА ЛЕБА ЗА 4КВ
✅Покупки:
American International Group
$AIG +5.1mln, Microsoft
$MSFT +1.2mln, Fidelity
$FIS +2mln
❌Продажи:
Cano Health $CANO, CSX Corp
$CSX, EQT Corp
$EQT, Take-Two Interactive
$TTWO
➕Увеличение доли:
Bath & Body Works
$BBWI +5.6mln (+69%), TJX Companies
$TJX +0.9mln (+51%)
➖Сокращение доли:
SentinelOne
$S -4.5mln (-30%), Ventyx Biosciences $VTYX -3.3mln (-76%), Disney
$DIS -0.45mln (-32%)