As we mentioned last month, Dan Loeb has taken out lots of data from his monthly letters. However, there is still some interesting information on portfolio positioning, returns etc. Also if you have not already, check out Loeb’s comments from his Q2 letter and the Sony Conference call. Third Point is up 16 percent year to date, after a 3 percent return in July. Details below.

third point

Third Point July letter

2013 7 July Monthly Report TPOU Third Point by