Sources
HedgeMind
$BABA David Tepper trimmed his stake by 22% in Q1, but it still stands as his #1 holding, making up 21% of his portfolio.👇🏼 The stock is up 43%, and despite the reduction, it’s clear he sees more upside ahead. A true high-conviction bet. https://t.co/3rIpprm6lk https://t.co/EUwJltJkeP
Markets News Hedge fund manager Loeb's Third Point has made significant changes to its portfolio, exiting positions in Meta and Tesla. The fund has shifted its focus to Staples, Telecom, and Industrials sectors, selling 665,000 shares of Meta and 500,000 shares of Tesla.
R. Dennis David Einhorn - Greenlight Capital Q1 2025 $CNR - added 58% $HPQ - added 43% $TECK - added 84% $CPRI - added 65% $SDRL - added 107% https://t.co/wbG5TIuGFn
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