LongFLEXJul 2026
Flex Ltd.
Third Point established a new position in Flex after the company announced plans to separate its Cloud & Power Infrastructure business into an independent public company. The…
FLEX
1 published idea on Flex Ltd. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Flex Ltd.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Third Point established a new position in Flex after the company announced plans to separate its Cloud & Power Infrastructure business into an independent public company. The…