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Third Point bets on Rocket Companies, Informa, Casey's General Stores in Q2-letter

ReutersJul 30, 2025 7:53 PM

NEW YORK, July 30 (Reuters) - Daniel Loeb's hedge fund Third Point made new bets on convenience store operator Casey's General Stores CASY.O, mortgage lender Rocket Companies RKT.N and British events and academic publishing group Informa Plc INF.L, the billionaire investor told clients on Wednesday.

In a letter to Third Point investors seen by Reuters, Loeb wrote that the firm's flagship offshore fund returned 7.5% during the second quarter, when the new investments were initiated.

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