Dan Loeb Q3: Long Dover

0
Dan Loeb Q3: Long Dover

Dan Loeb of Third Point Q3 letter to investors below

Also see The Value Interviews Part One: Finding Value – The Process

Get Our Activist Investing Case Study!

Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to read anywhere! Sign up below!

Equity Investment: Dover Corporation
During the third quarter, we invested in Dover, an industrial conglomerate with a $15 billion market capitalization. Dover has leading share in several highly consolidated end markets, including retail fueling, industrial printing, retail refrigeration equipment, and artificial lift for U.S. onshore energy production.
Dover sha