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Daniel S. Loeb — Institutional Investor Profile | Buyside Digest

Daniel S. Loeb

Institutional Investor • Third Point Partners

Value

$22.0B

Stocks

38 Stocks

Turnover

0.0%

CIK

0001040273EDGAR ↗

Website ↗

Top Holdings

WBD(12.60%) AMZN(9.86%) CRH(5.55%) TDS(5.49%) 2330(5.19%)

About Investor

Third Point operates with a fundamental belief in active engagement and constructive activism to drive long-term shareholder value creation. The firm's philosophy centers on identifying mispriced opportunities across market cycles through rigorous fundamental analysis and event-driven strategies. Loeb and his team focus on companies where they can effect meaningful change through board representation, strategic advice, and operational improvements. The investment approach emphasizes selective investment opportunities with favorable risk-reward profiles across global markets, sectors, and asset classes. Third Point's philosophy extends beyond traditional hedge fund investing to include venture capital engagement where they take board seats and provide strategic guidance to early-stage companies navigating toward public markets. The firm believes in maintaining flexibility across market environments while focusing on structural themes and corporate catalysts that can drive sustained value creation.

Investor Philosophy

Investment philosophy details pending verification.

Daniel S. Loeb Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
WBD	None	Warner Bros. Discovery Inc.	Communication Services	$533.2M	12.6%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$417.1M	9.9%	No Change
CRH	None	CRH plc	Materials	$234.9M	5.5%	No Change
TDS	None	Telephone and Data Systems, Inc.	Communication Services	$232.2M	5.5%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$219.7M	5.2%	No Change
LYV	None	Live Nation Entertainment, Inc.	Communication Services	$207.8M	4.9%	No Change
KEYS	None	Keysight Technologies Inc.	Information Technology	$204.8M	4.8%	No Change
SGI	None	Somnigroup International Inc	Consumer Discretionary	$201.5M	4.8%	No Change
XYZ	None	Block, Inc.	General	$194.5M	4.6%	No Change
NSC	None	Norfolk Southern Corporation	Industrials	$188.8M	4.5%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
ARESAres Management	$41741.3M	-100.0%	0.0%	Sold Out
EROCEROC	$1203.9M	-100.0%	0.0%	Sold Out
ARES-PBARES MANAGEMENT CORPORATION	$41.7M	-99.9%	1.0%	Decreased
FORGForgeRock Inc.	$1.2M	-99.9%	0.0%	Decreased
AURAurora Innovation Inc	$587K	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Communication Services23.2%

Industrials18.8%

Consumer Discretionary14.6%

General12.4%

Information Technology10.2%

Sector	Stocks	Value	Exposure
Communication Services	4	$983.3M	23.2%
Industrials	9	$796.4M	18.8%
Consumer Discretionary	2	$618.6M	14.6%
General	10	$526.3M	12.4%
Information Technology	5	$432.6M	10.2%
Financials	2	$317.3M	7.5%
Materials	2	$235.5M	5.6%
Consumer Staples	2	$123.6M	2.9%
Health Care	1	$102.9M	2.4%
Technology	1	$94.4M	2.2%