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Daniel Loeb

Daniel Loeb

Third Point

Value

7.3B

Stocks

43 Stocks (11 new)

Turnover

27.78%

CIK

1040273

Top Holdings

PCG(7.59%) NVDA(7.57%) AMZN(6.88%) MSFT(6.16%) UNP(5.76%)

About Investor

Established investor leading Third Point, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
PCG - PG&E CORP Utilities 551.20M 34,300,000 7.59% -15,800,000 -31.54% 39,179M
NVDA - NVIDIA CORPORATION Information Technology 550.18M 2,950,000 7.57% 100,000 3.51% 4,560,802M
AMZN - AMAZON COM INC Consumer Discretionary 499.73M 2,165,000 6.88% -645,000 -22.95% 2,196,633M
MSFT - MICROSOFT CORP Information Technology 447.35M 925,000 6.16% -175,000 -15.91% 2,969,829M
UNP - UNION PAC CORP Industrials 418.69M 1,810,000 5.76% 935,000 106.86% 156,287M
CRH - CRH PLC Materials 324.48M 2,600,000 4.47% 435,000 20.09% 83,001M
SGI - SOMNIGROUP INTERNATIONAL INC Consumer Discretionary 303.55M 3,400,000 4.18% 400,000 13.33% 18,822M
BN - BROOKFIELD CORP Financials 284.52M 6,200,000 3.92% 1,525,000 32.62% 106,643M
NSC - NORFOLK SOUTHN CORP Industrials 281.50M 975,000 3.88% -675,000 -40.91% 71,070M
TDS - TELEPHONE & DATA SYS INC Communication Services 273.68M 6,675,000 3.77% -32,274 -0.48% 5,231M
COF - CAPITAL ONE FINL CORP Financials 266.60M 1,100,000 3.67% -285,000 -20.58% 133,660M
CASY - CASEYS GEN STORES INC Consumer Discretionary 251.48M 455,000 3.46% -45,000 -9.00% 24,314M
CRS - CARPENTER TECHNOLOGY CORP Materials 247.15M 785,000 3.40% -65,000 -7.65% 18,555M
LYV - LIVE NATION ENTERTAINMENT IN Communication Services 245.81M 1,725,000 3.38% 375,000 27.78% 36,544M
CSGP - COSTAR GROUP INC Real Estate 212.81M 3,165,000 2.93% 148,000 4.91% 20,677M
MTZ - MASTEC INC Industrials 201.07M 925,000 2.77% 200,000 27.59% 20,899M
RKT - ROCKET COS INC Financials 184.21M 9,515,000 2.54% 5,515,000 137.88% 52,080M
LPLA - LPL FINL HLDGS INC Financials 182.16M 510,000 2.51% -84,143 -14.16% 26,664M
CMG - CHIPOTLE MEXICAN GRILL INC Consumer Discretionary 174.83M 4,725,000 2.41% 4,725,000 New Buy 50,928M
CEG - CONSTELLATION ENERGY CORP Utilities 167.80M 475,000 2.31% 475,000 New Buy 105,894M
VST - VISTRA CORP Utilities 162.14M 1,005,000 2.23% 70,000 7.49% 57,709M
DHR - DANAHER CORPORATION Health Care 137.35M 600,000 1.89% 550,000 1,100.00% 147,375M
SN - SHARKNINJA INC Consumer Discretionary 134.28M 1,200,000 1.85% -600,000 -33.33% 18,015M
TSM - TAIWAN SEMICONDUCTOR MFG LTD Information Technology 129.15M 425,000 1.78% -675,000 -61.36% 1,880,212M
BABA - ALIBABA GROUP HLDG LTD Consumer Discretionary 120.93M 825,000 1.66% 825,000 New Buy 372,543M
APG - API GROUP CORP Industrials 114.78M 3,000,000 1.58% 3,000,000 New Buy 19,052M
FIX - COMFORT SYS USA INC Industrials 98.00M 105,000 1.35% -95,000 -47.50% 46,596M
SPOT - SPOTIFY TECHNOLOGY S A Communication Services 58.07M 100,000 0.80% 100,000 New Buy 98,434M
KVUE - KENVUE INC Consumer Staples 56.06M 3,250,000 0.77% -5,750,000 -63.89% 36,135M
PGR - PROGRESSIVE CORP Financials 50.10M 220,000 0.69% 220,000 New Buy 119,473M
TMO - THERMO FISHER SCIENTIFIC INC Health Care 28.97M 50,000 0.40% 50,000 New Buy 191,728M
SRTA - STRATA CRITICAL MEDICAL INC Health Care 24.05M 5,000,000 0.33% 0 - 399M
WIX - WIX COM LTD Information Technology 23.38M 225,000 0.32% 225,000 New Buy 3,845M
CSX - CSX CORP Industrials 18.13M 500,000 0.25% 500,000 New Buy 76,660M
HTZWW - HERTZ GLOBAL HLDGS INC N/A 10.64M 3,970,000 0.15% 0 - -
SPRY - ARS PHARMACEUTICALS INC Health Care 6.48M 556,237 0.09% 556,237 New Buy 930M
CTEV - CLARITEV CORPORATION Health Care 6.20M 145,000 0.09% 145,000 New Buy 389M
PCG-PX - PG&E CORP Utilities 5.74M 140,000 0.08% 0 - 39,179M
FLYX - FLYEXCLUSIVE INC Industrials 4.20M 1,022,000 0.06% 0 - 73M
AUR - AURORA INNOVATION INC Information Technology 3.96M 1,032,463 0.05% 0 - 9,325M
BHC - BAUSCH HEALTH COS INC Health Care 2.43M 350,000 0.03% 250,000 250.00% 2,270M
AUROW - AURORA INNOVATION INC N/A 0.41M 1,835,000 0.01% 0 - -
FLYX.WS - FLYEXCLUSIVE INC - 0.10M 367,499 0.00% 0 - -

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