<p>纽约，4 月 10 日（路透社）- 亿万富翁投资者丹尼尔·洛布的对冲基金第三点（Third Point）将不再对房地产数据公司 CoStar Group（CSGP）进行代理权争夺，并已出售其在该公司（拥有 Apartments.com 和 Homes.com）的全部股份，消息人士和路透社周五看到的一封信件显示。</p>
<p>在洛布及其团队意识到他们施压公司更专注于核心业务的计划可能无法挽救公司的情况下，对冲基金改变了在 CoStar（CSGP）的策略。</p>
<p>&#34;我们不再相信我们最初的理论在今天仍然成立，并已完全处置我们的持股，&#34;洛布在一封路透社看到的致投资者的信中写道。</p>
<p>对冲基金从未披露其持股规模，但其在公司中排名前 15 大投资者之一。</p>
<p>CoStar Group（CSGP）的代表没有立即发表评论。</p>
<p>针对 CoStar 的长期历史</p>
<p>在 1 月份，第三点表示将对 CoStar（CSGP）发起董事会挑战，这是其三年来的首次激进活动，试图迫使公司更换董事并重组运营。消息人士称，第三点与公司进行了相当长时间的接触。</p>
<p>投资者必须在周日之前提名董事候选人。</p>
<p>随着 CoStar（CSGP）的股价从 1 月份接近每股 66 美元下跌至周五收盘时的 36.48 美元，第三点对 CoStar 的失望加剧。该公司的市值在此期间已从 280 亿美元暴跌至 153 亿美元。</p>
<p>洛布在 1 月份表示，CoStar（CSGP）大多数董事需要被更换，以帮助削减成本——包括首席执行官的薪酬——并专注于提升股价，路透社当时报道。</p>
<p>第三点希望 CoStar（CSGP）专注于其核心商业业务，并关闭或出售其住宅业务。</p>
<p>多年来，洛布以对美国企业的严厉评估震惊并令华尔街感到愉悦，同时推动包括华特迪士尼、英特尔和坎贝尔在内的公司表现更好。</p>
<p>他长期以来一直针对 CoStar（CSGP）首席执行官安迪·弗洛朗斯（Andy Florance）及其在住宅房地产行业花费数十亿美元扩展在线分类广告的决定。</p>
<p>周五，洛布写道：&#34;尽管我们努力，首席执行官安迪·弗洛朗斯仍然继续进行只能被视为对公司大部分运营收入的无谓消耗，投入到 Homes.com 及相关收购中，即使股价持续下跌。&#34;</p>
<p>第三点并不是唯一一个推动 CoStar（CSGP）变革的知名投资者。</p>
<p>对冲基金 D.E. Shaw 在 2 月份表示，它也在推动新董事和其他变革，认为公司因投资 Homes.com 而亏损，领导层的变更是必要的。</p>
<p>第三点和 D.E. Shaw 在 2025 年与 CoStar（CSGP）达成和解，为新董事加入董事会铺平了道路。</p>
<p>（报道：Svea Herbst-Bayliss；编辑：Sam Holmes）</p>

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<p>亿万富翁投资者丹尼尔·洛布的对冲基金 Third Point 将不再在 CoStar Group (CSGP) 进行代理权争夺，并已出售其在该公司的全部股份。洛布表示，他们最初的投资论点不再成立，因此做出了退出的决定。Third Point 之前曾试图施压 CoStar 专注于其核心业务，但随着股价从 66 美元跌至 36.48 美元，挫败感加剧。其他投资者，包括 D.E. Shaw，也在寻求对 CoStar 进行变革，该公司的市值已大幅下降</p>

<p>NEW YORK, April 10 (Reuters) - Billionaire investor Daniel Loeb's hedge fund Third Point will not pursue a proxy fight at real estate data company CoStar Group ( CSGP ) and sold its entire stake in the owner of Apartments.com and Homes.com, according to sources familiar with the matter and a letter seen by Reuters on Friday.</p>
<div class="lb-trans"><p>纽约，4 月 10 日（路透社）- 亿万富翁投资者丹尼尔·洛布的对冲基金第三点（Third Point）将不再对房地产数据公司 CoStar Group（CSGP）进行代理权争夺，并已出售其在该公司（拥有 Apartments.com 和 Homes.com）的全部股份，消息人士和路透社周五看到的一封信件显示。</p>
</div><p>The hedge fund changed course at CoStar ( CSGP ) after it became clear to Loeb and his team that their plans to pressure the company into focusing more squarely on the core business might not salvage the company after all.</p>
<div class="lb-trans"><p>在洛布及其团队意识到他们施压公司更专注于核心业务的计划可能无法挽救公司的情况下，对冲基金改变了在 CoStar（CSGP）的策略。</p>
</div><p>&#34;We no longer believe that our original thesis holds true today and have disposed of our position in its entirety,&#34; Loeb wrote in a letter to investors seen by Reuters.</p>
<div class="lb-trans"><p>&#34;我们不再相信我们最初的理论在今天仍然成立，并已完全处置我们的持股，&#34;洛布在一封路透社看到的致投资者的信中写道。</p>
</div><p>The hedge fund never disclosed the size of its stake but it ranked among the company's 15 biggest investors.</p>
<div class="lb-trans"><p>对冲基金从未披露其持股规模，但其在公司中排名前 15 大投资者之一。</p>
</div><p>A representative for CoStar Group ( CSGP ) did not have an immediate comment.</p>
<div class="lb-trans"><p>CoStar Group（CSGP）的代表没有立即发表评论。</p>
</div><p>LONG HISTORY OF TARGETING COSTAR</p>
<div class="lb-trans"><p>针对 CoStar 的长期历史</p>
</div><p>In January, Third Point signaled that it would pursue a board challenge at CoStar ( CSGP ), its first activist campaign in three years, to try to force the company to change directors and restructure operations. Third Point had been engaging with the company for some time, the sources said.</p>
<div class="lb-trans"><p>在 1 月份，第三点表示将对 CoStar（CSGP）发起董事会挑战，这是其三年来的首次激进活动，试图迫使公司更换董事并重组运营。消息人士称，第三点与公司进行了相当长时间的接触。</p>
</div><p>Investors have until Sunday to nominate director candidates.</p>
<div class="lb-trans"><p>投资者必须在周日之前提名董事候选人。</p>
</div><p>Third Point's frustration with CoStar ( CSGP ) mounted as its stock price sank from trading near $66 a share in January to $36.48 at the close of trade on Friday. The company's market value has tumbled to $15.3 billion from $28 billion over that period.</p>
<div class="lb-trans"><p>随着 CoStar（CSGP）的股价从 1 月份接近每股 66 美元下跌至周五收盘时的 36.48 美元，第三点对 CoStar 的失望加剧。该公司的市值在此期间已从 280 亿美元暴跌至 153 亿美元。</p>
</div><p>Loeb said in January the majority of CoStar's ( CSGP ) directors would need to be replaced to help cut costs - including the CEO's compensation - and in order to focus on boosting the share price, Reuters reported at the time.</p>
<div class="lb-trans"><p>洛布在 1 月份表示，CoStar（CSGP）大多数董事需要被更换，以帮助削减成本——包括首席执行官的薪酬——并专注于提升股价，路透社当时报道。</p>
</div><p>Third Point wanted CoStar ( CSGP ) to focus on its core commercial business and shut down or sell ‌its residential operation.</p>
<div class="lb-trans"><p>第三点希望 CoStar（CSGP）专注于其核心商业业务，并关闭或出售其住宅业务。</p>
</div><p>For years, Loeb shocked and delighted Wall Street with harsh assessments of corporate America while pushing companies including ‍Walt Disney, Intel and Campbell's to perform better.</p>
<div class="lb-trans"><p>多年来，洛布以对美国企业的严厉评估震惊并令华尔街感到愉悦，同时推动包括华特迪士尼、英特尔和坎贝尔在内的公司表现更好。</p>
</div><p>He has long taken aim at CoStar ( CSGP ) CEO Andy Florance and his decision to spend billions of dollars to expand into online classifieds in the residential real estate industry.</p>
<div class="lb-trans"><p>他长期以来一直针对 CoStar（CSGP）首席执行官安迪·弗洛朗斯（Andy Florance）及其在住宅房地产行业花费数十亿美元扩展在线分类广告的决定。</p>
</div><p>On Friday, Loeb wrote &#34;despite our efforts, CEO Andy Florance has continued what can only be seen as a reckless drain on a majority of the company's operating income into Homes.com and related acquisitions even as the share price has continued to plummet.&#34;</p>
<div class="lb-trans"><p>周五，洛布写道：&#34;尽管我们努力，首席执行官安迪·弗洛朗斯仍然继续进行只能被视为对公司大部分运营收入的无谓消耗，投入到 Homes.com 及相关收购中，即使股价持续下跌。&#34;</p>
</div><p>Third Point wasn't the only prominent investor to push for changes at CoStar ( CSGP ).</p>
<div class="lb-trans"><p>第三点并不是唯一一个推动 CoStar（CSGP）变革的知名投资者。</p>
</div><p>Hedge fund D.E. Shaw signaled in February that it was also pushing for new directors and other changes, arguing that the company was losing money because of investment in Homes.com and that a change in leadership was necessary.</p>
<div class="lb-trans"><p>对冲基金 D.E. Shaw 在 2 月份表示，它也在推动新董事和其他变革，认为公司因投资 Homes.com 而亏损，领导层的变更是必要的。</p>
</div><p>Both Third Point and D.E. Shaw reached settlements with CoStar ( CSGP ) in 2025, which paved the way for new directors to join the board.</p>
<div class="lb-trans"><p>第三点和 D.E. Shaw 在 2025 年与 CoStar（CSGP）达成和解，为新董事加入董事会铺平了道路。</p>
</div><p>(Reporting by Svea Herbst-Bayliss; Editing by Sam Holmes)</p>
<div class="lb-trans"><p>（报道：Svea Herbst-Bayliss；编辑：Sam Holmes）</p>
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独家消息——Third Point 不会在 CoStar 发起代理战，并已退出头寸，信中称