Greenlight Capital’s 13F portfolio grew to $2.54B in Q3 2025, with a modest YTD return of 0.4% versus the S&P 500’s 14.8%. Significant new positions include PG&E (PCG), United Parks & Resorts (PRKS), ...
Third Point's Q3 2025 13F portfolio rose to $8.99B, with the top three holdings—PG&E, Amazon, and SPY Puts—comprising ~22% of assets. They initiated a large new short position in SPY through Puts ...
Global markets navigated a turbulent path in November 2025, marked by the historic U.S. government shutdown that extended beyond 40 days before reaching resolution. Despite these headwinds, deep value ...