Dan Loeb is out with his September letter. The hedge fund letter shows that the activist was up 2.6 percent in September and 18 percent in 2013, slightly trailing the S&P 500 for both time periods. Readers can find Dan Loeb’s August letter here.

third point sothebys Dan Loeb

Below is Dan Loeb’s September letter (stay tuned for his Q3 letter which should have much more info).

2013 9 September Monthly Report TPOI by ValueWalk.com

2013-9-September-Monthly-Report-TPOI