Portfolio Updates

Monthly Reports

2022

January
February
March
April
May

2021

June
July
August
September
October
November
December

Quarterly Letters

2022

First Quarter Letter

2021

Fourth Quarter Letter
Third Quarter Letter
Second Quarter Letter
First Quarter Letter

2020

Fourth Quarter Letter
Third Quarter Letter
Second Quarter Letter
First Quarter Letter

2019

Fourth Quarter Letter
Third Quarter Letter
Second Quarter Letter

Investment Updates

Third Point Intel Letter – December 2020

Third Point Walt Disney Company Letter – October 2020

Past performance cannot be relied on as a guide to future performance.