Third Point 13-F: Cuts MSFT and COF
Importance
Level 1
- New: Progressive (PGR), Chipotle (CMG), ARS Pharmaceutical (SPRY)
- Raises: NVIDIA (NVDA), Constellation Energy (CEG)
- Cuts: Microsoft (MSFT), Capital One Financial (COF), Kenvue (KVUE), PG&E (PCG)
- Exits:
- Top:
#CAPITAL ONE FINANCIAL CORP#COF.US#CHIPOTLE MEXICAN GRILL INC#CMG.US#MICROSOFT CORP#MSFT.US#NVIDIA CORP#NVDA.US#PROGRESSIVE CORP/THE#PGR.US#SOFTWARE#EQUITIES#ASIAN SESSION#US SESSION#RESTAURANTS#PERSONAL CARE PRODUCTS#CONSUMER FINANCE#PROPERTY & CASUALTY INSURANCE#SYSTEMS SOFTWARE#SEMICONDUCTORS#ELECTRIC UTILITIES#HOTELS, RESTAURANTS & LEISURE#PERSONAL CARE PRODUCTS (GROUP)#CONSUMER FINANCE (GROUP)#INSURANCE#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#ELECTRIC UTILITIES (GROUP)#CONSUMER SERVICES#HOUSEHOLD & PERSONAL PRODUCTS#FINANCIAL SERVICES#INSURANCE (GROUP)#SOFTWARE & SERVICES#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#UTILITIES (GROUP)#S&P 500 INDEX#NASDAQ 100 INDEX#CONSTELLATION ENERGY CORP#CEG#CMG#COF#KENVUE INC#KVUE#MSFT#NVDA#PROGRESSIVE CORP#PGR#US EQUITIES