Dan Loeb's Third Point takes new stakes in Colgate, Antero, exits S&P Global
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Third Point Capital Management, the hedge fund run by Dan Loeb, took new stakes in consumer product company Colgate-Palmolive (NYSE:CL), Antero Resources (NYSE:AR), Disney (NYSE:DIS) and T-Mobile US (NASDAQ:TMUS), while shedding stakes in S&P Global (NYSE:SPGI), Intuit (NASDAQ:INTU), Avantor (NYSE:AVTR) and IQVIA Holdings (NYSE:IQV) during Q2, according to its 13F filing.

Concerning the new holdings, Third Point acquired ~1.99M shares of Colgate (CL), 3.39M shares of Antero Resources (AR), 1.0M shares of Walt Disney (DIS), and 485K shares of T-Mobile US (TMUS).
It increased stakes in Ovintiv (NYSE:OVV) to 6.12M shares from 2.25M shares, Cenovus Energy (NYSE:CVE) to ~7.28M shares from 2.00M shares, and Sema4 Holdings (NASDAQ:SMFR) to ~5.55M shares from ~4.30M shares.
The hedge fund pared its holdings in SentinelOne (NYSE:S) to ~21.1M shares from 26.3M shares, PG&E (NYSE:PCG) to 65.4M shares from 69.3M shares, Danaher (NYSE:DHR) to 2.30M shares from 2.49M shares, and CSX (NASDAQ:CSX) to ~4.97M shares from ~7.39M shares.
Earlier, CNBC had reported that Third Point had taken a new stake in Disney (DIS)