Browsing Tag
portfolio rotation
2 posts
Why Soroban Capital dropped Duke Energy in favour of Union Pacific in Q3
Discover why Soroban Capital swapped out Duke Energy for Union Pacific in its Q3 portfolio reshuffle—read the full breakdown.
Disney in, Alphabet out: What Corvex’s Q3 pivot reveals about smart money trends
Corvex Management exits Alphabet, adds Disney, and trims Dollar Tree in Q3 2025. Find out what this signals about hedge fund strategy now.