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Daniel Loeb Third Point

AUM $4.68B
1-Year Est. Return 37.3%
 

Daniel Loeb is the founder of Third Point, an event-driven and activist-oriented hedge fund. He is known for pointed letters to management teams, catalyst-driven investing, and a flexible mandate across equities and credit. Loeb’s campaigns and portfolio shifts regularly generate attention beyond specialist hedge fund circles.

This Fund
S&P 500
This Quarter Est. Return
+25.02%
1 Year Est. Return
+37.3%
3 Year Est. Return
+159.48%
5 Year Est. Return
+329.12%
10 Year Est. Return
+1,791.94%
AUM
$4.68B
AUM Growth
+$2.6B
Cap. Flow
+$2.17B
Cap. Flow %
46.44%
Top 10 Hldgs %
60.09%
Holding
52
New
17
Increased
13
Reduced
4
Closed
9

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$541M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306M
3
KEYS icon
Keysight
KEYS
+$200M
4
XYZ
Block Inc
XYZ
+$180M
5
NSC icon
Norfolk Southern
NSC
+$154M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$51.5M
2
AMZN icon
Amazon
AMZN
+$47.7M
3
CRS icon
Carpenter Technology
CRS
+$44.7M
4
GLD icon
SPDR Gold Trust
GLD
+$40.9M
5
NVDA icon
NVIDIA
NVDA
+$33.1M

Sector Composition

Rank Sector Weight
1 Communication Services 30.25%
2 Technology 20.14%
3 Industrials 17.05%
4 Consumer Discretionary 13.37%
5 Financials 7.67%

No holdings matched the selected filter criteria.

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Daniel Loeb's Q2 2026 Portfolio in Review

As of Q2 2026, Daniel Loeb held 52 positions worth $4.68B, up 125% from $2.08B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Daniel Loeb deployed $2.17B of net new capital in Q2 2026, opening 17 new positions and adding to 13 existing holdings. Its largest new stake was Warner Bros: 20,000,000 shares worth $533M.

By sector, the portfolio is most concentrated in Communication Services at 30% of assets, up from 22% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Amazon, an estimated $47.7M trimmed.

  • Daniel Loeb's largest Q2 2026 buy was Warner Bros: 20,000,000 shares worth $533M.
  • Daniel Loeb added most to Alphabet (Google) Class A in Q2 2026, an estimated $306M increase.
  • Daniel Loeb's biggest Q2 2026 reduction was Amazon, cutting an estimated $47.7M.
  • Daniel Loeb fully exited Meta Platforms (Facebook) in Q2 2026, selling an estimated $51.5M.
  • Daniel Loeb's ten largest holdings make up 60% of its $4.68B portfolio in Q2 2026.
  • Daniel Loeb opened 17 new positions and closed 9 in Q2 2026.
  • Daniel Loeb's portfolio value rose 125% quarter-over-quarter to $4.68B.

Based on Third Point's 13F filing for Q2 2026, filed 14 Aug 2026.